Nikulski Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,148
| Closed | -$6.36M | – | 151 |
|
|
2025
Q1 | $6.36M | Buy |
12,148
+316
| +3% | +$166K | 1.92% | 16 |
|
|
2024
Q4 | $5.99M | Buy |
11,832
+408
| +4% | +$206K | 1.76% | 16 |
|
|
2024
Q3 | $6.68M | Buy |
11,424
+29
| +0.3% | +$17K | 2% | 17 |
|
|
2024
Q2 | $5.8M | Buy |
11,395
+13
| +0.1% | +$6.62K | 1.85% | 17 |
|
|
2024
Q1 | $5.63M | Sell |
11,382
-167
| -1% | -$82.6K | 1.87% | 17 |
|
|
2023
Q4 | $6.08M | Buy |
11,549
+326
| +3% | +$172K | 2.23% | 13 |
|
|
2023
Q3 | $5.66M | Buy |
11,223
+608
| +6% | +$307K | 2.34% | 13 |
|
|
2023
Q2 | $5.1M | Buy |
10,615
+117
| +1% | +$56.2K | 2.11% | 13 |
|
|
2023
Q1 | $4.96M | Buy |
10,498
+65
| +0.6% | +$30.7K | 2.19% | 14 |
|
|
2022
Q4 | $5.53M | Buy |
10,433
+359
| +4% | +$190K | 2.64% | 7 |
|
|
2022
Q3 | $5.09M | Buy |
10,074
+23
| +0.2% | +$11.6K | 2.63% | 9 |
|
|
2022
Q2 | $5.16M | Buy |
10,051
+113
| +1% | +$58K | 2.56% | 10 |
|
|
2022
Q1 | $5.07M | Buy |
9,938
+206
| +2% | +$105K | 2.14% | 13 |
|
|
2021
Q4 | $4.89M | Buy |
9,732
+75
| +0.8% | +$37.7K | 2.05% | 12 |
|
|
2021
Q3 | $3.77M | Buy |
9,657
+157
| +2% | +$61.4K | 1.75% | 16 |
|
|
2021
Q2 | $3.94M | Sell |
9,500
-662
| -7% | -$274K | 1.83% | 13 |
|
|
2021
Q1 | $3.78M | Buy |
10,162
+100
| +1% | +$37.2K | 1.94% | 14 |
|
|
2020
Q4 | $3.53M | Sell |
10,062
-253
| -2% | -$88.7K | 1.94% | 13 |
|
|
2020
Q3 | $3.22M | Buy |
10,315
+131
| +1% | +$40.8K | 2.04% | 12 |
|
|
2020
Q2 | $3M | Buy |
10,184
+80
| +0.8% | +$23.6K | 2.11% | 12 |
|
|
2020
Q1 | $2.52M | Buy |
10,104
+274
| +3% | +$68.3K | 2.2% | 13 |
|
|
2019
Q4 | $2.78M | Sell |
9,830
-107
| -1% | -$30.3K | 2.01% | 17 |
|
|
2019
Q3 | $2.21M | Sell |
9,937
-25
| -0.3% | -$5.55K | 1.84% | 19 |
|
|
2019
Q2 | $2.66M | Sell |
9,962
-357
| -3% | -$95.2K | 2.24% | 17 |
|
|
2019
Q1 | $2.55M | Sell |
10,319
-643
| -6% | -$159K | 2.49% | 16 |
|
|
2018
Q4 | $2.73M | Sell |
10,962
-264
| -2% | -$65.8K | 2.87% | 13 |
|
|
2018
Q3 | $2.93M | Sell |
11,226
-533
| -5% | -$139K | 2.73% | 13 |
|
|
2018
Q2 | $2.89M | Buy |
11,759
+205
| +2% | +$50.3K | 2.66% | 13 |
|
|
2018
Q1 | $2.47M | Buy |
11,554
+873
| +8% | +$187K | 2.45% | 14 |
|
|
2017
Q4 | $2.36M | Buy |
+10,681
| New | +$2.36M | 2.54% | 15 |
|