Old Port Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
656
-62
| -9% | -$19.3K | 0.06% | 230 |
|
|
2025
Q1 | $376K | Sell |
718
-264
| -27% | -$138K | 0.11% | 160 |
|
|
2024
Q4 | $497K | Buy |
982
+6
| +0.6% | +$3.04K | 0.14% | 139 |
|
|
2024
Q3 | $571K | Buy |
976
+33
| +3% | +$19.3K | 0.16% | 136 |
|
|
2024
Q2 | $480K | Buy |
943
+41
| +5% | +$20.9K | 0.14% | 143 |
|
|
2024
Q1 | $446K | Sell |
902
-19
| -2% | -$9.4K | 0.14% | 149 |
|
|
2023
Q4 | $485K | Buy |
921
+33
| +4% | +$17.4K | 0.16% | 142 |
|
|
2023
Q3 | $448K | Buy |
+888
| New | +$448K | 0.16% | 146 |
|
|
2023
Q1 | $467K | Sell |
897
-29
| -3% | -$15.1K | 0.17% | 145 |
|
|
2022
Q4 | $491K | Sell |
926
-24
| -3% | -$12.7K | 0.18% | 137 |
|
|
2022
Q3 | $501K | Sell |
950
-34
| -3% | -$17.9K | 0.2% | 141 |
|
|
2022
Q2 | $497K | Sell |
984
-76
| -7% | -$38.4K | 0.19% | 144 |
|
|
2022
Q1 | $544K | Sell |
1,060
-43
| -4% | -$22.1K | 0.19% | 144 |
|
|
2021
Q4 | $518K | Sell |
1,103
-25
| -2% | -$11.7K | 0.18% | 142 |
|
|
2021
Q3 | $445K | Sell |
1,128
-8
| -0.7% | -$3.16K | 0.16% | 149 |
|
|
2021
Q2 | $471K | Sell |
1,136
-10
| -0.9% | -$4.15K | 0.17% | 143 |
|
|
2021
Q1 | $426K | Sell |
1,146
-32
| -3% | -$11.9K | 0.17% | 129 |
|
|
2020
Q4 | $412K | Sell |
1,178
-22
| -2% | -$7.69K | 0.18% | 123 |
|
|
2020
Q3 | $374K | Buy |
1,200
+112
| +10% | +$34.9K | 0.18% | 118 |
|
|
2020
Q2 | $321K | Sell |
1,088
-40
| -4% | -$11.8K | 0.17% | 125 |
|
|
2020
Q1 | $281K | Sell |
1,128
-190
| -14% | -$47.3K | 0.17% | 123 |
|
|
2019
Q4 | $384K | Hold |
1,318
| – | – | 0.19% | 118 |
|
|
2019
Q3 | $290K | Sell |
1,318
-139
| -10% | -$30.6K | 0.15% | 134 |
|
|
2019
Q2 | $357K | Sell |
1,457
-83
| -5% | -$20.3K | 0.18% | 120 |
|
|
2019
Q1 | $381K | Hold |
1,540
| – | – | 0.2% | 123 |
|
|
2018
Q4 | $409K | Buy |
+1,540
| New | +$409K | 0.23% | 116 |
|
|
2018
Q2 | $363K | Buy |
+1,479
| New | +$363K | 0.2% | 122 |
|