NCM
Northside Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
5,419
-478
| -8% | -$149K | 0.13% | 80 |
|
|
2025
Q1 | $3.09M | Buy |
5,897
+34
| +0.6% | +$17.8K | 0.5% | 27 |
|
|
2024
Q4 | $2.97M | Hold |
5,863
| – | – | 0.79% | 26 |
|
|
2024
Q3 | $3.43M | Hold |
5,863
| – | – | 0.54% | 26 |
|
|
2024
Q2 | $2.99M | Hold |
5,863
| – | – | 0.51% | 24 |
|
|
2024
Q1 | $2.9M | Hold |
5,863
| – | – | 0.52% | 24 |
|
|
2023
Q4 | $3.09M | Sell |
5,863
-218
| -4% | -$115K | 0.97% | 20 |
|
|
2023
Q3 | $3.07M | Buy |
6,081
+1
| +0% | +$504 | 0.71% | 21 |
|
|
2023
Q2 | $2.92M | Buy |
6,080
+2
| +0% | +$961 | 1.01% | 19 |
|
|
2023
Q1 | $2.87M | Sell |
6,078
-39
| -0.6% | -$18.4K | 0.77% | 19 |
|
|
2022
Q4 | $3.24M | Buy |
6,117
+828
| +16% | +$439K | 0.97% | 18 |
|
|
2022
Q3 | $2.67M | Hold |
5,289
| – | – | 0.87% | 17 |
|
|
2022
Q2 | $2.72M | Hold |
5,289
| – | – | 0.86% | 17 |
|
|
2022
Q1 | $2.7M | Hold |
5,289
| – | – | 0.72% | 22 |
|
|
2021
Q4 | $2.66M | Sell |
5,289
-180
| -3% | -$90.4K | 0.7% | 18 |
|
|
2021
Q3 | $2.14M | Hold |
5,469
| – | – | 0.59% | 21 |
|
|
2021
Q2 | $2.19M | Hold |
5,469
| – | – | 0.55% | 21 |
|
|
2021
Q1 | $2.04M | Buy |
5,469
+43
| +0.8% | +$16K | 0.56% | 22 |
|
|
2020
Q4 | $1.9M | Sell |
5,426
-1,012
| -16% | -$355K | 0.56% | 20 |
|
|
2020
Q3 | $2.01M | Sell |
6,438
-823
| -11% | -$257K | 0.65% | 19 |
|
|
2020
Q2 | $2.14M | Buy |
7,261
+920
| +15% | +$271K | 0.74% | 19 |
|
|
2020
Q1 | $1.58M | Sell |
6,341
-81
| -1% | -$20.2K | 0.77% | 21 |
|
|
2019
Q4 | $1.89M | Hold |
6,422
| – | – | 0.64% | 22 |
|
|
2019
Q3 | $1.4M | Buy |
6,422
+1,070
| +20% | +$233K | 0.49% | 28 |
|
|
2019
Q2 | $1.31M | Hold |
5,352
| – | – | 0.51% | 20 |
|
|
2019
Q1 | $1.32M | Hold |
5,352
| – | – | 0.53% | 21 |
|
|
2018
Q4 | $1.33M | Buy |
5,352
+54
| +1% | +$13.5K | 0.59% | 19 |
|
|
2018
Q3 | $1.41M | Hold |
5,298
| – | – | 0.5% | 20 |
|
|
2018
Q2 | $1.3M | Hold |
5,298
| – | – | 0.46% | 22 |
|
|
2018
Q1 | $1.13M | Hold |
5,298
| – | – | 0.37% | 27 |
|
|
2017
Q4 | $1.17M | Hold |
5,298
| – | – | 0.33% | 27 |
|
|
2017
Q3 | $1.04M | Hold |
5,298
| – | – | 0.44% | 21 |
|
|
2017
Q2 | $982K | Sell |
5,298
-4,900
| -48% | -$908K | 0.43% | 22 |
|
|
2017
Q1 | $1.67M | Buy |
10,198
+4,900
| +92% | +$804K | 0.46% | 22 |
|
|
2016
Q4 | $848K | Hold |
5,298
| – | – | 0.3% | 25 |
|
|
2016
Q3 | $742K | Hold |
5,298
| – | – | 0.29% | 27 |
|
|
2016
Q2 | $748K | Hold |
5,298
| – | – | 0.35% | 26 |
|
|
2016
Q1 | $683K | Buy |
+5,298
| New | +$683K | 0.43% | 25 |
|