NorthRock Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64M | Buy |
11,668
+846
| +8% | +$264K | 0.09% | 89 |
|
|
2025
Q1 | $5.67M | Sell |
10,822
-3,051
| -22% | -$1.6M | 0.19% | 61 |
|
|
2024
Q4 | $7.02M | Sell |
13,873
-1,883
| -12% | -$953K | 0.23% | 52 |
|
|
2024
Q3 | $9.21M | Buy |
15,756
+1,046
| +7% | +$611K | 0.3% | 43 |
|
|
2024
Q2 | $7.49M | Buy |
14,710
+1,758
| +14% | +$895K | 0.28% | 47 |
|
|
2024
Q1 | $6.41M | Buy |
12,952
+287
| +2% | +$142K | 0.25% | 54 |
|
|
2023
Q4 | $6.67M | Buy |
12,665
+6,122
| +94% | +$3.22M | 0.28% | 52 |
|
|
2023
Q3 | $3.3M | Buy |
6,543
+693
| +12% | +$349K | 0.34% | 36 |
|
|
2023
Q2 | $2.81M | Sell |
5,850
-986
| -14% | -$474K | 0.31% | 36 |
|
|
2023
Q1 | $3.23M | Sell |
6,836
-909
| -12% | -$430K | 0.34% | 34 |
|
|
2022
Q4 | $4.11M | Buy |
7,745
+46
| +0.6% | +$24.4K | 0.47% | 29 |
|
|
2022
Q3 | $3.89M | Buy |
7,699
+151
| +2% | +$76.3K | 0.45% | 32 |
|
|
2022
Q2 | $3.88M | Buy |
7,548
+261
| +4% | +$134K | 0.4% | 32 |
|
|
2022
Q1 | $3.72M | Buy |
7,287
+640
| +10% | +$326K | 0.33% | 36 |
|
|
2021
Q4 | $3.34M | Buy |
6,647
+255
| +4% | +$128K | 0.25% | 40 |
|
|
2021
Q3 | $2.52M | Buy |
6,392
+2,412
| +61% | +$949K | 0.21% | 46 |
|
|
2021
Q2 | $1.59M | Buy |
3,980
+451
| +13% | +$181K | 0.13% | 60 |
|
|
2021
Q1 | $1.31M | Sell |
3,529
-724
| -17% | -$269K | 0.12% | 70 |
|
|
2020
Q4 | $1.49M | Sell |
4,253
-322
| -7% | -$113K | 0.15% | 61 |
|
|
2020
Q3 | $1.43M | Buy |
4,575
+117
| +3% | +$36.5K | 0.16% | 59 |
|
|
2020
Q2 | $1.32M | Sell |
4,458
-213
| -5% | -$62.8K | 0.16% | 63 |
|
|
2020
Q1 | $1.17M | Sell |
4,671
-7,228
| -61% | -$1.8M | 0.16% | 69 |
|
|
2019
Q4 | $3.5M | Buy |
11,899
+7,847
| +194% | +$2.31M | 0.37% | 47 |
|
|
2019
Q3 | $881K | Buy |
4,052
+1,349
| +50% | +$293K | 0.12% | 90 |
|
|
2019
Q2 | $658K | Buy |
2,703
+145
| +6% | +$35.3K | 0.19% | 29 |
|
|
2019
Q1 | $631K | Sell |
2,558
-7,898
| -76% | -$1.95M | 0.17% | 35 |
|
|
2018
Q4 | $2.6M | Buy |
10,456
+7,832
| +298% | +$1.95M | 0.78% | 17 |
|
|
2018
Q3 | $697K | Sell |
2,624
-155
| -6% | -$41.2K | 0.2% | 25 |
|
|
2018
Q2 | $682K | Buy |
2,779
+392
| +16% | +$96.2K | 0.23% | 20 |
|
|
2018
Q1 | $511K | Buy |
2,387
+42
| +2% | +$8.99K | 0.17% | 26 |
|
|
2017
Q4 | $517K | Sell |
2,345
-87
| -4% | -$19.2K | 0.16% | 24 |
|
|
2017
Q3 | $478K | Buy |
2,432
+888
| +58% | +$175K | 0.18% | 24 |
|
|
2017
Q2 | $288K | Buy |
+1,544
| New | +$288K | 0.12% | 37 |
|
|
2017
Q1 | – | Sell |
-4,708
| Closed | -$754K | – | 57 |
|
|
2016
Q4 | $754K | Sell |
4,708
-1,590
| -25% | -$255K | 0.27% | 22 |
|
|
2016
Q3 | $882K | Buy |
6,298
+2,011
| +47% | +$282K | 0.38% | 16 |
|
|
2016
Q2 | $605K | Buy |
4,287
+1,217
| +40% | +$172K | 0.27% | 19 |
|
|
2016
Q1 | $395K | Buy |
+3,070
| New | +$395K | 0.21% | 23 |
|
|
2015
Q4 | – | Sell |
-69,770
| Closed | -$271K | – | 45 |
|
|
2015
Q3 | $271K | Buy |
69,770
+64,299
| +1,175% | +$250K | 0.17% | 25 |
|
|
2015
Q2 | $667K | Buy |
5,471
+100
| +2% | +$12.2K | 0.31% | 22 |
|
|
2015
Q1 | $635K | Buy |
5,371
+1,048
| +24% | +$124K | 0.38% | 21 |
|
|
2014
Q4 | $437K | Buy |
+4,323
| New | +$437K | 0.27% | 25 |
|