Northwest & Ethical Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Buy |
63,444
+7,458
| +13% | +$2.33M | 0.49% | 67 |
|
|
2025
Q1 | $29.3M | Sell |
55,986
-2,341
| -4% | -$1.23M | 0.8% | 27 |
|
|
2024
Q4 | $29.5M | Sell |
58,327
-39,398
| -40% | -$19.9M | 0.8% | 25 |
|
|
2024
Q3 | $57.1M | Buy |
97,725
+3,049
| +3% | +$1.78M | 1.51% | 5 |
|
|
2024
Q2 | $48.2M | Buy |
94,676
+7,605
| +9% | +$3.87M | 1.38% | 8 |
|
|
2024
Q1 | $43.1M | Sell |
87,071
-1,264
| -1% | -$625K | 1.24% | 9 |
|
|
2023
Q4 | $46.5M | Sell |
88,335
-4,278
| -5% | -$2.25M | 1.43% | 6 |
|
|
2023
Q3 | $46.7M | Buy |
92,613
+9,662
| +12% | +$4.87M | 1.57% | 4 |
|
|
2023
Q2 | $39.9M | Buy |
82,951
+22,699
| +38% | +$10.9M | 1.28% | 9 |
|
|
2023
Q1 | $28.5M | Buy |
60,252
+4,274
| +8% | +$2.02M | 0.94% | 19 |
|
|
2022
Q4 | $29.7M | Buy |
55,978
+12,499
| +29% | +$6.63M | 1.02% | 17 |
|
|
2022
Q3 | $22M | Sell |
43,479
-2,009
| -4% | -$1.01M | 0.88% | 24 |
|
|
2022
Q2 | $23.4M | Sell |
45,488
-24,759
| -35% | -$12.7M | 0.88% | 26 |
|
|
2022
Q1 | $35.8M | Sell |
70,247
-23,081
| -25% | -$11.8M | 1.15% | 12 |
|
|
2021
Q4 | $46.9M | Buy |
93,328
+12,877
| +16% | +$6.47M | 1.38% | 7 |
|
|
2021
Q3 | $31.4M | Sell |
80,451
-2,846
| -3% | -$1.11M | 1.02% | 21 |
|
|
2021
Q2 | $33.4M | Buy |
83,297
+15,109
| +22% | +$6.05M | 1.08% | 19 |
|
|
2021
Q1 | $25.4M | Sell |
68,188
-4,593
| -6% | -$1.71M | 0.89% | 23 |
|
|
2020
Q4 | $25.5M | Buy |
72,781
+2,662
| +4% | +$934K | 0.98% | 16 |
|
|
2020
Q3 | $21.9M | Buy |
70,119
+11,139
| +19% | +$3.47M | 0.96% | 18 |
|
|
2020
Q2 | $17.4M | Buy |
58,980
+4,028
| +7% | +$1.19M | 0.83% | 25 |
|
|
2020
Q1 | $13.7M | Sell |
54,952
-4,317
| -7% | -$1.08M | 0.8% | 25 |
|
|
2019
Q4 | $17.4M | Buy |
59,269
+6,372
| +12% | +$1.87M | 0.79% | 28 |
|
|
2019
Q3 | $11.5M | Buy |
52,897
+4,183
| +9% | +$909K | 0.56% | 43 |
|
|
2019
Q2 | $11.9M | Sell |
48,714
-1,624
| -3% | -$396K | 0.6% | 37 |
|
|
2019
Q1 | $12.4M | Sell |
50,338
-5,345
| -10% | -$1.32M | 0.65% | 34 |
|
|
2018
Q4 | $13.9M | Buy |
55,683
+5,699
| +11% | +$1.42M | 0.82% | 23 |
|
|
2018
Q3 | $13.3M | Buy |
49,984
+587
| +1% | +$156K | 0.83% | 24 |
|
|
2018
Q2 | $12.1M | Buy |
49,397
+5,057
| +11% | +$1.24M | 0.8% | 24 |
|
|
2018
Q1 | $9.49M | Sell |
44,340
-5,786
| -12% | -$1.24M | 0.64% | 35 |
|
|
2017
Q4 | $11.1M | Buy |
50,126
+4,143
| +9% | +$913K | 0.72% | 28 |
|
|
2017
Q3 | $9.01M | Buy |
45,983
+961
| +2% | +$188K | 0.56% | 35 |
|
|
2017
Q2 | $8.35M | Buy |
45,022
+1,082
| +2% | +$201K | 0.57% | 35 |
|
|
2017
Q1 | $7.21M | Sell |
43,940
-7,420
| -14% | -$1.22M | 0.49% | 40 |
|
|
2016
Q4 | $8.22M | Buy |
51,360
+21,384
| +71% | +$3.42M | 0.57% | 32 |
|
|
2016
Q3 | $4.2M | Buy |
+29,976
| New | +$4.2M | 0.3% | 82 |
|
|
2014
Q2 | – | Sell |
-105,800
| Closed | -$8.67M | – | 237 |
|
|
2014
Q1 | $8.67M | Buy |
105,800
+36,900
| +54% | +$3.03M | 0.57% | 44 |
|
|
2013
Q4 | $5.19M | Buy |
+68,900
| New | +$5.19M | 0.34% | 72 |
|