North Star Investment 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 | $528K | Sell |
1,693
-58
| -3% | -$18.1K | 0.04% | 306 |
|
|
2025
Q1 | $917K | Sell |
1,751
-94
| -5% | -$49.2K | 0.07% | 236 |
|
|
2024
Q4 | $933K | Sell |
1,845
-3,008
| -62% | -$1.52M | 0.07% | 238 |
|
|
2024
Q3 | $2.84M | Sell |
4,853
-36
| -0.7% | -$21K | 0.2% | 124 |
|
|
2024
Q2 | $2.49M | Sell |
4,889
-31
| -0.6% | -$15.8K | 0.18% | 126 |
|
|
2024
Q1 | $2.43M | Buy |
4,920
+7
| +0.1% | +$3.46K | 0.17% | 141 |
|
|
2023
Q4 | $2.59M | Sell |
4,913
-19
| -0.4% | -$10K | 0.2% | 125 |
|
|
2023
Q3 | $2.49M | Buy |
4,932
+1
| +0% | +$504 | 0.21% | 122 |
|
|
2023
Q2 | $2.37M | Hold |
4,931
| – | – | 0.19% | 130 |
|
|
2023
Q1 | $2.33M | Buy |
4,931
+1,001
| +25% | +$473K | 0.19% | 129 |
|
|
2022
Q4 | $2.08M | Buy |
3,930
+4
| +0.1% | +$2.12K | 0.19% | 129 |
|
|
2022
Q3 | $1.98M | Hold |
3,926
| – | – | 0.19% | 121 |
|
|
2022
Q2 | $2.02M | Buy |
3,926
+84
| +2% | +$43.1K | 0.18% | 134 |
|
|
2022
Q1 | $1.96M | Sell |
3,842
-25
| -0.6% | -$12.7K | 0.15% | 149 |
|
|
2021
Q4 | $1.94M | Buy |
3,867
+32
| +0.8% | +$16.1K | 0.14% | 154 |
|
|
2021
Q3 | $1.5M | Buy |
3,835
+14
| +0.4% | +$5.47K | 0.12% | 175 |
|
|
2021
Q2 | $1.53M | Buy |
3,821
+3,003
| +367% | +$1.2M | 0.12% | 178 |
|
|
2021
Q1 | $304K | Buy |
818
+154
| +23% | +$57.2K | 0.03% | 328 |
|
|
2020
Q4 | $233K | Buy |
664
+18
| +3% | +$6.32K | 0.02% | 342 |
|
|
2020
Q3 | $201K | Buy |
646
+382
| +145% | +$119K | 0.02% | 345 |
|
|
2020
Q2 | $78K | Buy |
264
+220
| +500% | +$65K | 0.01% | 426 |
|
|
2020
Q1 | $11K | Sell |
44
-69
| -61% | -$17.3K | ﹤0.01% | 712 |
|
|
2019
Q4 | $33K | Sell |
113
-26
| -19% | -$7.59K | ﹤0.01% | 632 |
|
|
2019
Q3 | $30K | Buy |
+139
| New | +$30K | ﹤0.01% | 644 |
|
|
2019
Q2 | – | Sell |
-44
| Closed | -$11K | – | 901 |
|
|
2019
Q1 | $11K | Hold |
44
| – | – | ﹤0.01% | 820 |
|
|
2018
Q4 | $11K | Hold |
44
| – | – | ﹤0.01% | 792 |
|
|
2018
Q3 | $12K | Hold |
44
| – | – | ﹤0.01% | 812 |
|
|
2018
Q2 | $11K | Hold |
44
| – | – | ﹤0.01% | 840 |
|
|
2018
Q1 | $9K | Hold |
44
| – | – | ﹤0.01% | 864 |
|
|
2017
Q4 | $10K | Hold |
44
| – | – | ﹤0.01% | 829 |
|
|
2017
Q3 | $9K | Sell |
44
-51
| -54% | -$10.4K | ﹤0.01% | 863 |
|
|
2017
Q2 | $18K | Buy |
95
+51
| +116% | +$9.66K | ﹤0.01% | 722 |
|
|
2017
Q1 | $7K | Buy |
+44
| New | +$7K | ﹤0.01% | 850 |
|
|
2016
Q1 | – | Sell |
-510
| Closed | -$60K | – | 776 |
|
|
2015
Q4 | $60K | Sell |
510
-391
| -43% | -$46K | 0.01% | 383 |
|
|
2015
Q3 | $105K | Buy |
901
+510
| +130% | +$59.4K | 0.02% | 327 |
|
|
2015
Q2 | $48K | Hold |
391
| – | – | 0.01% | 400 |
|
|
2015
Q1 | $46K | Hold |
391
| – | – | 0.01% | 391 |
|
|
2014
Q4 | $40K | Buy |
+391
| New | +$40K | 0.01% | 401 |
|