North Star Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.8M | Buy |
28,211
+2,919
| +12% | +$911K | 0.37% | 80 |
|
|
2025
Q1 | $13.2M | Buy |
25,292
+845
| +3% | +$443K | 0.6% | 58 |
|
|
2024
Q4 | $12.4M | Buy |
24,447
+1,023
| +4% | +$518K | 0.55% | 63 |
|
|
2024
Q3 | $13.7M | Buy |
23,424
+671
| +3% | +$392K | 0.61% | 59 |
|
|
2024
Q2 | $11.6M | Buy |
22,753
+2,938
| +15% | +$1.5M | 0.55% | 63 |
|
|
2024
Q1 | $9.8M | Buy |
19,815
+3,469
| +21% | +$1.72M | 0.46% | 74 |
|
|
2023
Q4 | $8.61M | Buy |
16,346
+667
| +4% | +$351K | 0.44% | 77 |
|
|
2023
Q3 | $7.91M | Buy |
15,679
+3,280
| +26% | +$1.65M | 0.45% | 74 |
|
|
2023
Q2 | $5.96M | Buy |
12,399
+10,046
| +427% | +$4.83M | 0.33% | 80 |
|
|
2023
Q1 | $1.11M | Sell |
2,353
-25
| -1% | -$11.8K | 0.07% | 155 |
|
|
2022
Q4 | $1.26M | Sell |
2,378
-9
| -0.4% | -$4.77K | 0.08% | 149 |
|
|
2022
Q3 | $1.21M | Buy |
2,387
+18
| +0.8% | +$9.09K | 0.08% | 142 |
|
|
2022
Q2 | $1.22M | Sell |
2,369
-10
| -0.4% | -$5.14K | 0.08% | 146 |
|
|
2022
Q1 | $1.21M | Sell |
2,379
-66
| -3% | -$33.7K | 0.07% | 151 |
|
|
2021
Q4 | $1.23M | Buy |
2,445
+150
| +7% | +$75.3K | 0.06% | 156 |
|
|
2021
Q3 | $897K | Buy |
2,295
+240
| +12% | +$93.8K | 0.05% | 166 |
|
|
2021
Q2 | $822K | Buy |
2,055
+20
| +1% | +$8K | 0.05% | 171 |
|
|
2021
Q1 | $757K | Hold |
2,035
| – | – | 0.05% | 176 |
|
|
2020
Q4 | $714K | Buy |
2,035
+300
| +17% | +$105K | 0.05% | 169 |
|
|
2020
Q3 | $541K | Hold |
1,735
| – | – | 0.04% | 176 |
|
|
2020
Q2 | $512K | Sell |
1,735
-41
| -2% | -$12.1K | 0.04% | 178 |
|
|
2020
Q1 | $443K | Sell |
1,776
-75
| -4% | -$18.7K | 0.04% | 183 |
|
|
2019
Q4 | $544K | Sell |
1,851
-50
| -3% | -$14.7K | 0.04% | 196 |
|
|
2019
Q3 | $413K | Buy |
1,901
+75
| +4% | +$16.3K | 0.03% | 207 |
|
|
2019
Q2 | $445K | Buy |
1,826
+118
| +7% | +$28.8K | 0.03% | 202 |
|
|
2019
Q1 | $422K | Buy |
1,708
+78
| +5% | +$19.3K | 0.03% | 208 |
|
|
2018
Q4 | $406K | Hold |
1,630
| – | – | 0.04% | 206 |
|
|
2018
Q3 | $434K | Sell |
1,630
-78
| -5% | -$20.8K | 0.03% | 213 |
|
|
2018
Q2 | $419K | Sell |
1,708
-72
| -4% | -$17.7K | 0.04% | 215 |
|
|
2018
Q1 | $381K | Sell |
1,780
-15
| -0.8% | -$3.21K | 0.03% | 218 |
|
|
2017
Q4 | $396K | Sell |
1,795
-9,356
| -84% | -$2.06M | 0.04% | 214 |
|
|
2017
Q3 | $2.18M | Sell |
11,151
-6
| -0.1% | -$1.18K | 0.22% | 106 |
|
|
2017
Q2 | $2.07M | Hold |
11,157
| – | – | 0.21% | 111 |
|
|
2017
Q1 | $1.83M | Sell |
11,157
-49
| -0.4% | -$8.04K | 0.19% | 115 |
|
|
2016
Q4 | $1.79M | Hold |
11,206
| – | – | 0.2% | 116 |
|
|
2016
Q3 | $1.57M | Sell |
11,206
-27
| -0.2% | -$3.78K | 0.18% | 117 |
|
|
2016
Q2 | $1.59M | Sell |
11,233
-40
| -0.4% | -$5.65K | 0.18% | 114 |
|
|
2016
Q1 | $1.45M | Buy |
11,273
+18
| +0.2% | +$2.32K | 0.17% | 118 |
|
|
2015
Q4 | $1.32M | Sell |
11,255
-308
| -3% | -$36.2K | 0.16% | 128 |
|
|
2015
Q3 | $1.34M | Hold |
11,563
| – | – | 0.17% | 128 |
|
|
2015
Q2 | $1.41M | Sell |
11,563
-307
| -3% | -$37.5K | 0.16% | 130 |
|
|
2015
Q1 | $1.41M | Sell |
11,870
-253
| -2% | -$29.9K | 0.16% | 134 |
|
|
2014
Q4 | $1.23M | Buy |
12,123
+157
| +1% | +$15.9K | 0.14% | 137 |
|
|
2014
Q3 | $1.03M | Hold |
11,966
| – | – | 0.12% | 142 |
|
|
2014
Q2 | $978K | Hold |
11,966
| – | – | 0.11% | 147 |
|
|
2014
Q1 | $981K | Sell |
11,966
-32
| -0.3% | -$2.62K | 0.12% | 146 |
|
|
2013
Q4 | $903K | Buy |
11,998
+95
| +0.8% | +$7.15K | 0.11% | 152 |
|
|
2013
Q3 | $852K | Buy |
11,903
+87
| +0.7% | +$6.23K | 0.11% | 150 |
|
|
2013
Q2 | $774K | Buy |
+11,816
| New | +$774K | 0.11% | 150 |
|