Nisa Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.5M | Sell |
251,778
-16,233
| -6% | -$5.06M | 0.35% | 36 |
|
|
2025
Q1 | $140M | Buy |
268,011
+3,541
| +1% | +$1.85M | 0.7% | 16 |
|
|
2024
Q4 | $134M | Sell |
264,470
-20,699
| -7% | -$10.5M | 0.52% | 24 |
|
|
2024
Q3 | $167M | Buy |
285,169
+21,074
| +8% | +$12.3M | 0.99% | 11 |
|
|
2024
Q2 | $134M | Sell |
264,095
-18,786
| -7% | -$9.57M | 0.85% | 13 |
|
|
2024
Q1 | $140M | Sell |
282,881
-4,916
| -2% | -$2.43M | 0.91% | 13 |
|
|
2023
Q4 | $152M | Buy |
287,797
+2,461
| +0.9% | +$1.3M | 1.07% | 10 |
|
|
2023
Q3 | $144M | Sell |
285,336
-3,403
| -1% | -$1.72M | 1.1% | 10 |
|
|
2023
Q2 | $139M | Buy |
288,739
+675
| +0.2% | +$324K | 1.02% | 10 |
|
|
2023
Q1 | $136M | Sell |
288,064
-17,947
| -6% | -$8.48M | 1.07% | 7 |
|
|
2022
Q4 | $162M | Sell |
306,011
-8,147
| -3% | -$4.32M | 1.28% | 4 |
|
|
2022
Q3 | $159M | Sell |
314,158
-2,370
| -0.7% | -$1.2M | 1.35% | 7 |
|
|
2022
Q2 | $163M | Sell |
316,528
-3,463
| -1% | -$1.78M | 1.42% | 6 |
|
|
2022
Q1 | $163M | Sell |
319,991
-57,528
| -15% | -$29.3M | 1.15% | 10 |
|
|
2021
Q4 | $178M | Buy |
377,519
+34,394
| +10% | +$16.3M | 1.34% | 8 |
|
|
2021
Q3 | $134K | Sell |
343,125
-20,613
| -6% | -$8.05K | 0.81% | 13 |
|
|
2021
Q2 | $146K | Sell |
363,738
-17,115
| -4% | -$6.85K | 0.91% | 12 |
|
|
2021
Q1 | $142K | Sell |
380,853
-27,765
| -7% | -$10.3K | 0.9% | 11 |
|
|
2020
Q4 | $143M | Buy |
408,618
+17,542
| +4% | +$6.15M | 0.92% | 12 |
|
|
2020
Q3 | $122M | Sell |
391,076
-6,460
| -2% | -$2.01M | 0.98% | 12 |
|
|
2020
Q2 | $117M | Buy |
397,536
+10,926
| +3% | +$3.22M | 1.08% | 9 |
|
|
2020
Q1 | $96.4M | Sell |
386,610
-13
| -0% | -$3.24K | 1.07% | 12 |
|
|
2019
Q4 | $114M | Sell |
386,623
-10,886
| -3% | -$3.2M | 0.97% | 12 |
|
|
2019
Q3 | $86.4M | Sell |
397,509
-4,446
| -1% | -$966K | 0.77% | 23 |
|
|
2019
Q2 | $98.1M | Sell |
401,955
-24,054
| -6% | -$5.87M | 0.93% | 17 |
|
|
2019
Q1 | $105M | Sell |
426,009
-519
| -0.1% | -$128K | 1.03% | 11 |
|
|
2018
Q4 | $106M | Sell |
426,528
-19,643
| -4% | -$4.89M | 1.18% | 9 |
|
|
2018
Q3 | $119M | Buy |
446,171
+65,860
| +17% | +$17.5M | 1.08% | 11 |
|
|
2018
Q2 | $93.3M | Sell |
380,311
-4,748
| -1% | -$1.16M | 0.96% | 12 |
|
|
2018
Q1 | $83.2M | Sell |
385,059
-12,778
| -3% | -$2.76M | 0.87% | 18 |
|
|
2017
Q4 | $87.7M | Sell |
397,837
-8,266
| -2% | -$1.82M | 0.9% | 17 |
|
|
2017
Q3 | $79.5M | Buy |
406,103
+15,226
| +4% | +$2.98M | 0.89% | 16 |
|
|
2017
Q2 | $72M | Buy |
390,877
+7,648
| +2% | +$1.41M | 0.85% | 19 |
|
|
2017
Q1 | $62.9M | Sell |
383,229
-2,652
| -0.7% | -$435K | 0.75% | 25 |
|
|
2016
Q4 | $61.8M | Sell |
385,881
-2,275
| -0.6% | -$364K | 0.75% | 23 |
|
|
2016
Q3 | $54.3M | Sell |
388,156
-2,349
| -0.6% | -$329K | 0.7% | 28 |
|
|
2016
Q2 | $55.1M | Buy |
390,505
+15,913
| +4% | +$2.25M | 0.74% | 26 |
|
|
2016
Q1 | $48.3M | Buy |
374,592
+1,800
| +0.5% | +$232K | 0.69% | 28 |
|
|
2015
Q4 | $43.9M | Sell |
372,792
-2,500
| -0.7% | -$294K | 0.63% | 32 |
|
|
2015
Q3 | $43.5M | Sell |
375,292
-26,055
| -6% | -$3.02M | 0.67% | 29 |
|
|
2015
Q2 | $49M | Sell |
401,347
-321
| -0.1% | -$39.2K | 0.69% | 26 |
|
|
2015
Q1 | $47.5M | Sell |
401,668
-12,550
| -3% | -$1.48M | 0.65% | 30 |
|
|
2014
Q4 | $41.9M | Sell |
414,218
-43,482
| -10% | -$4.4M | 0.58% | 34 |
|
|
2014
Q3 | $39.5M | Sell |
457,700
-14,600
| -3% | -$1.26M | 0.55% | 36 |
|
|
2014
Q2 | $38.6M | Sell |
472,300
-30,455
| -6% | -$2.49M | 0.54% | 37 |
|
|
2014
Q1 | $41.2M | Sell |
502,755
-1,295
| -0.3% | -$106K | 0.58% | 33 |
|
|
2013
Q4 | $38M | Sell |
504,050
-16,264
| -3% | -$1.22M | 0.54% | 38 |
|
|
2013
Q3 | $37.3M | Sell |
520,314
-19,275
| -4% | -$1.38M | 0.57% | 34 |
|
|
2013
Q2 | $35.3M | Buy |
+539,589
| New | +$35.3M | 0.55% | 34 |
|