Optimum Investment 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 | $2.26M | Sell |
7,258
-24
| -0.3% | -$7.49K | 0.98% | 18 |
|
|
2025
Q1 | $3.81M | Sell |
7,282
-507
| -7% | -$266K | 1.8% | 8 |
|
|
2024
Q4 | $3.94M | Sell |
7,789
-320
| -4% | -$162K | 1.74% | 10 |
|
|
2024
Q3 | $4.74M | Sell |
8,109
-335
| -4% | -$196K | 2.05% | 7 |
|
|
2024
Q2 | $4.3M | Sell |
8,444
-231
| -3% | -$118K | 1.93% | 8 |
|
|
2024
Q1 | $4.29M | Buy |
8,675
+15
| +0.2% | +$7.42K | 1.97% | 7 |
|
|
2023
Q4 | $4.56M | Sell |
8,660
-360
| -4% | -$190K | 2.29% | 5 |
|
|
2023
Q3 | $4.55M | Buy |
9,020
+150
| +2% | +$75.6K | 2.33% | 5 |
|
|
2023
Q2 | $4.26M | Buy |
8,870
+10
| +0.1% | +$4.81K | 2.09% | 6 |
|
|
2023
Q1 | $4.19M | Sell |
8,860
-372
| -4% | -$176K | 2.19% | 5 |
|
|
2022
Q4 | $4.89M | Sell |
9,232
-2,335
| -20% | -$1.24M | 2.65% | 3 |
|
|
2022
Q3 | $5.84M | Sell |
11,567
-671
| -5% | -$339K | 3.14% | 3 |
|
|
2022
Q2 | $6.29M | Sell |
12,238
-56
| -0.5% | -$28.8K | 3.15% | 3 |
|
|
2022
Q1 | $6.27M | Sell |
12,294
-4
| -0% | -$2.04K | 2.64% | 3 |
|
|
2021
Q4 | $6.18M | Buy |
12,298
+210
| +2% | +$105K | 2.4% | 4 |
|
|
2021
Q3 | $4.72M | Sell |
12,088
-2,728
| -18% | -$1.07M | 1.99% | 5 |
|
|
2021
Q2 | $5.93M | Sell |
14,816
-2,132
| -13% | -$854K | 1.85% | 4 |
|
|
2021
Q1 | $6.31M | Sell |
16,948
-207
| -1% | -$77K | 1.85% | 7 |
|
|
2020
Q4 | $6.02M | Sell |
17,155
-118
| -0.7% | -$41.4K | 1.83% | 7 |
|
|
2020
Q3 | $5.39M | Sell |
17,273
-1,083
| -6% | -$338K | 1.81% | 7 |
|
|
2020
Q2 | $5.41M | Sell |
18,356
-209
| -1% | -$61.6K | 1.89% | 8 |
|
|
2020
Q1 | $4.63M | Sell |
18,565
-1,071
| -5% | -$267K | 1.9% | 7 |
|
|
2019
Q4 | $5.77M | Sell |
19,636
-242
| -1% | -$71.1K | 1.71% | 7 |
|
|
2019
Q3 | $4.32M | Sell |
19,878
-668
| -3% | -$145K | 1.36% | 10 |
|
|
2019
Q2 | $5.01M | Sell |
20,546
-300
| -1% | -$73.2K | 1.63% | 6 |
|
|
2019
Q1 | $5.15M | Sell |
20,846
-1,061
| -5% | -$262K | 1.69% | 5 |
|
|
2018
Q4 | $5.46M | Sell |
21,907
-10,563
| -33% | -$2.63M | 1.88% | 5 |
|
|
2018
Q3 | $8.64M | Sell |
32,470
-1,720
| -5% | -$458K | 2.39% | 3 |
|
|
2018
Q2 | $8.39M | Sell |
34,190
-65
| -0.2% | -$15.9K | 2.42% | 3 |
|
|
2018
Q1 | $7.33M | Sell |
34,255
-600
| -2% | -$128K | 2.15% | 4 |
|
|
2017
Q4 | $7.68M | Buy |
34,855
+73
| +0.2% | +$16.1K | 2.44% | 4 |
|
|
2017
Q3 | $6.81M | Sell |
34,782
-55
| -0.2% | -$10.8K | 2.28% | 4 |
|
|
2017
Q2 | $6.46M | Buy |
34,837
+276
| +0.8% | +$51.2K | 2.24% | 4 |
|
|
2017
Q1 | $5.67M | Buy |
34,561
+180
| +0.5% | +$29.5K | 2.01% | 4 |
|
|
2016
Q4 | $5.5M | Sell |
34,381
-24
| -0.1% | -$3.84K | 2.07% | 4 |
|
|
2016
Q3 | $4.82M | Sell |
34,405
-750
| -2% | -$105K | 1.81% | 6 |
|
|
2016
Q2 | $4.96M | Sell |
35,155
-655
| -2% | -$92.5K | 1.92% | 6 |
|
|
2016
Q1 | $4.62M | Buy |
35,810
+8,885
| +33% | +$1.15M | 1.82% | 6 |
|
|
2015
Q4 | $3.17M | Buy |
26,925
+1,103
| +4% | +$130K | 1.23% | 12 |
|
|
2015
Q3 | $3M | Buy |
+25,822
| New | +$3M | 1.21% | 10 |
|
|
2015
Q1 | $3.25M | Sell |
27,509
-28,458
| -51% | -$3.37M | 1.03% | 10 |
|
|
2014
Q4 | $2.84M | Buy |
55,967
+32,080
| +134% | +$1.63M | 0.91% | 21 |
|
|
2014
Q3 | $2.06M | Sell |
23,887
-600
| -2% | -$51.8K | 0.68% | 31 |
|
|
2014
Q2 | $2M | Sell |
24,487
-641
| -3% | -$52.4K | 0.65% | 32 |
|
|
2014
Q1 | $2.06M | Buy |
25,128
+96
| +0.4% | +$7.87K | 0.77% | 28 |
|
|
2013
Q4 | $1.89M | Sell |
25,032
-200
| -0.8% | -$15.1K | 0.71% | 32 |
|
|
2013
Q3 | $1.81M | Buy |
+25,232
| New | +$1.81M | 0.74% | 33 |
|