Northwestern Mutual Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.8M | Buy |
242,829
+8,554
| +4% | +$2.67M | 0.06% | 167 |
|
|
2025
Q1 | $123M | Sell |
234,275
-3,885
| -2% | -$2.03M | 0.1% | 96 |
|
|
2024
Q4 | $120M | Sell |
238,160
-3,207
| -1% | -$1.62M | 0.1% | 94 |
|
|
2024
Q3 | $141M | Buy |
241,367
+5,878
| +2% | +$3.44M | 0.13% | 79 |
|
|
2024
Q2 | $120M | Buy |
235,489
+1,121
| +0.5% | +$571K | 0.12% | 84 |
|
|
2024
Q1 | $116M | Sell |
234,368
-2,062
| -0.9% | -$1.02M | 0.12% | 84 |
|
|
2023
Q4 | $125M | Buy |
236,430
+10,102
| +4% | +$5.32M | 0.14% | 73 |
|
|
2023
Q3 | $114M | Buy |
226,328
+6,817
| +3% | +$3.44M | 0.15% | 70 |
|
|
2023
Q2 | $106M | Buy |
219,511
+20,117
| +10% | +$9.67M | 0.14% | 71 |
|
|
2023
Q1 | $94.2M | Sell |
199,394
-1,213
| -0.6% | -$573K | 0.13% | 77 |
|
|
2022
Q4 | $106M | Sell |
200,607
-7,503
| -4% | -$3.98M | 0.16% | 64 |
|
|
2022
Q3 | $105M | Buy |
208,110
+7,877
| +4% | +$3.98M | 0.18% | 55 |
|
|
2022
Q2 | $103M | Buy |
200,233
+10,391
| +5% | +$5.34M | 0.18% | 57 |
|
|
2022
Q1 | $96.8M | Buy |
189,842
+6,782
| +4% | +$3.46M | 0.16% | 66 |
|
|
2021
Q4 | $91.9M | Buy |
183,060
+5,847
| +3% | +$2.94M | 0.15% | 68 |
|
|
2021
Q3 | $69.2M | Sell |
177,213
-7,869
| -4% | -$3.07M | 0.13% | 79 |
|
|
2021
Q2 | $74.1M | Buy |
185,082
+15,847
| +9% | +$6.35M | 0.14% | 70 |
|
|
2021
Q1 | $63M | Buy |
169,235
+13,505
| +9% | +$5.02M | 0.13% | 79 |
|
|
2020
Q4 | $54.6M | Buy |
155,730
+6,931
| +5% | +$2.43M | 0.13% | 82 |
|
|
2020
Q3 | $46.4M | Buy |
148,799
+1,724
| +1% | +$538K | 0.12% | 84 |
|
|
2020
Q2 | $43.4M | Buy |
147,075
+8,759
| +6% | +$2.58M | 0.13% | 78 |
|
|
2020
Q1 | $34.5M | Buy |
138,316
+11,899
| +9% | +$2.97M | 0.13% | 79 |
|
|
2019
Q4 | $37.2M | Sell |
126,417
-1,368
| -1% | -$402K | 0.13% | 77 |
|
|
2019
Q3 | $27.8M | Buy |
127,785
+415
| +0.3% | +$90.2K | 0.11% | 91 |
|
|
2019
Q2 | $31.1M | Sell |
127,370
-2,611
| -2% | -$637K | 0.12% | 79 |
|
|
2019
Q1 | $32.1M | Buy |
129,981
+16,483
| +15% | +$4.08M | 0.14% | 75 |
|
|
2018
Q4 | $28.3M | Buy |
113,498
+3,236
| +3% | +$806K | 0.14% | 77 |
|
|
2018
Q3 | $29.3M | Buy |
110,262
+5,243
| +5% | +$1.39M | 0.15% | 69 |
|
|
2018
Q2 | $25.8M | Buy |
105,019
+2,732
| +3% | +$670K | 0.14% | 74 |
|
|
2018
Q1 | $21.9M | Sell |
102,287
-1,022
| -1% | -$219K | 0.13% | 81 |
|
|
2017
Q4 | $22.8M | Sell |
103,309
-815
| -0.8% | -$180K | 0.15% | 77 |
|
|
2017
Q3 | $20.4M | Buy |
104,124
+9,925
| +11% | +$1.94M | 0.15% | 82 |
|
|
2017
Q2 | $17.5M | Buy |
94,199
+4,691
| +5% | +$870K | 0.14% | 89 |
|
|
2017
Q1 | $14.7M | Buy |
89,508
+16,070
| +22% | +$2.64M | 0.13% | 96 |
|
|
2016
Q4 | $11.8M | Buy |
73,438
+24,887
| +51% | +$3.98M | 0.13% | 106 |
|
|
2016
Q3 | $6.8M | Sell |
48,551
-23,107
| -32% | -$3.23M | 0.45% | 56 |
|
|
2016
Q2 | $10.1M | Sell |
71,658
-39,132
| -35% | -$5.52M | 0.15% | 108 |
|
|
2016
Q1 | $14.3M | Buy |
110,790
+17,165
| +18% | +$2.21M | 0.23% | 76 |
|
|
2015
Q4 | $11M | Buy |
93,625
+33,395
| +55% | +$3.93M | 0.22% | 90 |
|
|
2015
Q3 | $6.99M | Buy |
60,230
+6,331
| +12% | +$734K | 0.17% | 117 |
|
|
2015
Q2 | $6.58M | Buy |
53,899
+3,671
| +7% | +$448K | 0.17% | 107 |
|
|
2015
Q1 | $5.94M | Sell |
50,228
-17,375
| -26% | -$2.06M | 0.17% | 116 |
|
|
2014
Q4 | $6.83M | Buy |
67,603
+461
| +0.7% | +$46.6K | 0.21% | 98 |
|
|
2014
Q3 | $5.79M | Sell |
67,142
-213
| -0.3% | -$18.4K | 0.2% | 98 |
|
|
2014
Q2 | $5.51M | Sell |
67,355
-24,420
| -27% | -$2M | 0.21% | 91 |
|
|
2014
Q1 | $7.53M | Buy |
91,775
+4,517
| +5% | +$370K | 0.31% | 71 |
|
|
2013
Q4 | $6.57M | Buy |
87,258
+1,093
| +1% | +$82.3K | 0.3% | 72 |
|
|
2013
Q3 | $6.17M | Sell |
86,165
-21,878
| -20% | -$1.57M | 0.32% | 70 |
|
|
2013
Q2 | $7.08M | Buy |
+108,043
| New | +$7.08M | 0.42% | 57 |
|