Nicolet Bankshares’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.53M | Buy |
9,290
+6,836
| +279% | +$2.04M | 0.09% | 166 |
|
|
2025
Q4 | $810K | Sell |
2,454
-105
| -4% | -$35.6K | 0.13% | 117 |
|
|
2025
Q3 | $884K | Buy |
2,559
+208
| +9% | +$62.9K | 0.14% | 101 |
|
|
2025
Q2 | $733K | Buy |
2,351
+25
| +1% | +$9.55K | 0.13% | 117 |
|
|
2025
Q1 | $1.22M | Sell |
2,326
-187
| -7% | -$95.6K | 0.24% | 68 |
|
|
2024
Q4 | $1.27M | Buy |
2,513
+23
| +0.9% | +$13.1K | 0.3% | 66 |
|
|
2024
Q3 | $1.46M | Sell |
2,490
-98
| -4% | -$55.4K | 0.35% | 62 |
|
|
2024
Q2 | $1.32M | Sell |
2,588
-128
| -5% | -$62.7K | 0.33% | 63 |
|
|
2024
Q1 | $1.34M | Buy |
2,716
+155
| +6% | +$78.8K | 0.33% | 65 |
|
|
2023
Q4 | $1.35M | Buy |
2,561
+125
| +5% | +$66.7K | 0.36% | 64 |
|
|
2023
Q3 | $1.23M | Sell |
2,436
-3
| -0.1% | -$1.48K | 0.38% | 66 |
|
|
2023
Q2 | $1.17M | Buy |
2,439
+136
| +6% | +$66.5K | 0.33% | 71 |
|
|
2023
Q1 | $1.09M | Sell |
2,303
-46
| -2% | -$22.2K | 0.35% | 56 |
|
|
2022
Q4 | $1.25M | Buy |
2,349
+111
| +5% | +$58.8K | 0.43% | 51 |
|
|
2022
Q3 | $1.13M | Sell |
2,238
-367
| -14% | -$193K | 0.32% | 64 |
|
|
2022
Q2 | $1.34M | Buy |
2,605
+536
| +26% | +$269K | 0.35% | 61 |
|
|
2022
Q1 | $1.05M | Buy |
2,069
+375
| +22% | +$181K | 0.23% | 79 |
|
|
2021
Q4 | $851K | Buy |
1,694
+44
| +3% | +$19.9K | 0.19% | 87 |
|
|
2021
Q3 | $645K | Hold |
1,650
| – | – | 0.17% | 99 |
|
|
2021
Q2 | $661K | Sell |
1,650
-37
| -2% | -$14.8K | 0.17% | 100 |
|
|
2021
Q1 | $628K | Sell |
1,687
-120
| -7% | -$41.6K | 0.17% | 98 |
|
|
2020
Q4 | $634K | Sell |
1,807
-8
| -0.4% | -$2.68K | 0.2% | 88 |
|
|
2020
Q3 | $566K | Buy |
1,815
+63
| +4% | +$19.4K | 0.2% | 87 |
|
|
2020
Q2 | $517K | Sell |
1,752
-28
| -2% | -$8.02K | 0.2% | 91 |
|
|
2020
Q1 | $444K | Sell |
1,780
-110
| -6% | -$30.3K | 0.2% | 89 |
|
|
2019
Q4 | $556K | Hold |
1,890
| – | – | 0.21% | 92 |
|
|
2019
Q3 | $411K | Buy |
1,890
+55
| +3% | +$13.3K | 0.16% | 118 |
|
|
2019
Q2 | $448K | Sell |
1,835
-100
| -5% | -$24.1K | 0.19% | 106 |
|
|
2019
Q1 | $478K | Sell |
1,935
-81
| -4% | -$20.7K | 0.2% | 97 |
|
|
2018
Q4 | $502K | Sell |
2,016
-149
| -7% | -$39.4K | 0.24% | 82 |
|
|
2018
Q3 | $576K | Sell |
2,165
-64
| -3% | -$16.6K | 0.23% | 86 |
|
|
2018
Q2 | $547K | Sell |
2,229
-285
| -11% | -$68.4K | 0.23% | 83 |
|
|
2018
Q1 | $538K | Buy |
2,514
+214
| +9% | +$48.9K | 0.23% | 85 |
|
|
2017
Q4 | $507K | Buy |
2,300
+279
| +14% | +$59.1K | 0.22% | 95 |
|
|
2017
Q3 | $396K | Sell |
2,021
-217
| -10% | -$41.9K | 0.18% | 113 |
|
|
2017
Q2 | $415K | Sell |
2,238
-13
| -0.6% | -$2.28K | 0.2% | 102 |
|
|
2017
Q1 | $369K | Sell |
2,251
-251
| -10% | -$41.1K | 0.19% | 100 |
|
|
2016
Q4 | $400K | Hold |
2,502
| – | – | 0.22% | 88 |
|
|
2016
Q3 | $350K | Sell |
2,502
-49
| -2% | -$6.86K | 0.2% | 104 |
|
|
2016
Q2 | $360K | Hold |
2,551
| – | – | 0.24% | 89 |
|
|
2016
Q1 | $329K | Hold |
2,551
| – | – | 0.23% | 86 |
|
|
2015
Q4 | $294K | Buy |
+2,551
| New | +$298K | 0.29% | 88 |
|
Other funds holding UNH
VCM
VPM
