OneDigital Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.1M | Buy |
40,951
+4,325
| +12% | +$1.29M | 0.11% | 164 |
|
|
2025
Q4 | $12.1M | Sell |
36,626
-1,315
| -3% | -$446K | 0.12% | 153 |
|
|
2025
Q3 | $13.1M | Sell |
37,941
-1,048
| -3% | -$317K | 0.13% | 141 |
|
|
2025
Q2 | $12.2M | Buy |
38,989
+6,141
| +19% | +$2.35M | 0.14% | 138 |
|
|
2025
Q1 | $17.2M | Sell |
32,848
-441
| -1% | -$225K | 0.2% | 103 |
|
|
2024
Q4 | $16.8M | Buy |
33,289
+3,056
| +10% | +$1.74M | 0.2% | 99 |
|
|
2024
Q3 | $17.7M | Sell |
30,233
-3,995
| -12% | -$2.26M | 0.2% | 97 |
|
|
2024
Q2 | $17.4M | Sell |
34,228
-980
| -3% | -$480K | 0.22% | 91 |
|
|
2024
Q1 | $17.4M | Sell |
35,208
-551
| -2% | -$280K | 0.27% | 77 |
|
|
2023
Q4 | $18.8M | Buy |
35,759
+6,051
| +20% | +$3.23M | 0.33% | 65 |
|
|
2023
Q3 | $15M | Buy |
29,708
+2,760
| +10% | +$1.36M | 0.32% | 69 |
|
|
2023
Q2 | $13M | Sell |
26,948
-1,297
| -5% | -$634K | 0.29% | 72 |
|
|
2023
Q1 | $13.3M | Buy |
28,245
+5,155
| +22% | +$2.49M | 0.31% | 68 |
|
|
2022
Q4 | $12.2M | Buy |
23,090
+9,968
| +76% | +$5.28M | 0.36% | 65 |
|
|
2022
Q3 | $6.63M | Buy |
13,122
+4,740
| +57% | +$2.49M | 0.25% | 67 |
|
|
2022
Q2 | $4.3M | Sell |
8,382
-359
| -4% | -$180K | 0.18% | 79 |
|
|
2022
Q1 | $4.46M | Buy |
8,741
+42
| +0.5% | +$20.3K | 0.17% | 85 |
|
|
2021
Q4 | $4.37M | Sell |
8,699
-571
| -6% | -$258K | 0.16% | 91 |
|
|
2021
Q3 | $3.62M | Buy |
9,270
+990
| +12% | +$410K | 0.14% | 95 |
|
|
2021
Q2 | $3.32M | Buy |
8,280
+1,697
| +26% | +$677K | 0.14% | 98 |
|
|
2021
Q1 | $2.45M | Sell |
6,583
-685
| -9% | -$237K | 0.11% | 127 |
|
|
2020
Q4 | $2.55M | Buy |
7,268
+54
| +0.7% | +$18.1K | 0.13% | 115 |
|
|
2020
Q3 | $2.25M | Sell |
7,214
-2,566
| -26% | -$788K | 0.16% | 111 |
|
|
2020
Q2 | $2.88M | Buy |
9,780
+574
| +6% | +$164K | 0.21% | 97 |
|
|
2020
Q1 | $2.3M | Buy |
9,206
+3,016
| +49% | +$830K | 0.2% | 105 |
|
|
2019
Q4 | $1.82M | Sell |
6,190
-39
| -0.6% | -$10.2K | 0.14% | 135 |
|
|
2019
Q3 | $1.35M | Buy |
6,229
+1,778
| +40% | +$429K | 0.12% | 146 |
|
|
2019
Q2 | $1.09M | Buy |
4,451
+2,297
| +107% | +$552K | 0.08% | 142 |
|
|
2019
Q1 | $533K | Sell |
2,154
-522
| -20% | -$133K | 0.08% | 166 |
|
|
2018
Q4 | $667K | Buy |
+2,676
| New | +$707K | 0.11% | 135 |
|
|
2018
Q3 | – | Sell |
-845
| Closed | -$207K | – | 1242 |
|
|
2018
Q2 | $207K | Buy |
845
+291
| +53% | +$69.9K | 0.04% | 212 |
|
|
2018
Q1 | $119K | Buy |
554
+201
| +57% | +$45.9K | 0.03% | 309 |
|
|
2017
Q4 | $78K | Buy |
353
+1
| +0.3% | +$212 | 0.01% | 398 |
|
|
2017
Q3 | $69K | Buy |
352
+211
| +150% | +$40.8K | 0.03% | 305 |
|
|
2017
Q2 | $26K | Buy |
+141
| New | +$24.7K | 0.01% | 667 |
|
Other funds holding UNH
VCM
VPM
