Parsons Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
3,845
+22
| +0.6% | +$6.86K | 0.07% | 220 |
|
|
2025
Q1 | $2M | Sell |
3,823
-529
| -12% | -$277K | 0.11% | 164 |
|
|
2024
Q4 | $2.2M | Sell |
4,352
-449
| -9% | -$227K | 0.12% | 152 |
|
|
2024
Q3 | $2.81M | Buy |
4,801
+81
| +2% | +$47.4K | 0.18% | 124 |
|
|
2024
Q2 | $2.4M | Sell |
4,720
-458
| -9% | -$233K | 0.16% | 134 |
|
|
2024
Q1 | $2.56M | Buy |
5,178
+380
| +8% | +$188K | 0.18% | 131 |
|
|
2023
Q4 | $2.53M | Buy |
4,798
+455
| +10% | +$240K | 0.18% | 120 |
|
|
2023
Q3 | $2.19M | Buy |
4,343
+635
| +17% | +$320K | 0.17% | 119 |
|
|
2023
Q2 | $1.78M | Buy |
3,708
+209
| +6% | +$100K | 0.14% | 152 |
|
|
2023
Q1 | $1.65M | Buy |
3,499
+672
| +24% | +$318K | 0.13% | 156 |
|
|
2022
Q4 | $1.5M | Buy |
2,827
+261
| +10% | +$138K | 0.13% | 159 |
|
|
2022
Q3 | $1.3M | Buy |
2,566
+427
| +20% | +$216K | 0.12% | 163 |
|
|
2022
Q2 | $1.1M | Buy |
2,139
+234
| +12% | +$120K | 0.1% | 192 |
|
|
2022
Q1 | $971K | Buy |
1,905
+42
| +2% | +$21.4K | 0.07% | 221 |
|
|
2021
Q4 | $936K | Buy |
1,863
+107
| +6% | +$53.8K | 0.07% | 230 |
|
|
2021
Q3 | $686K | Buy |
1,756
+70
| +4% | +$27.3K | 0.05% | 258 |
|
|
2021
Q2 | $675K | Hold |
1,686
| – | – | 0.05% | 252 |
|
|
2021
Q1 | $627K | Hold |
1,686
| – | – | 0.05% | 248 |
|
|
2020
Q4 | $591K | Buy |
1,686
+1
| +0.1% | +$351 | 0.05% | 244 |
|
|
2020
Q3 | $525K | Hold |
1,685
| – | – | 0.05% | 241 |
|
|
2020
Q2 | $497K | Buy |
1,685
+667
| +66% | +$197K | 0.05% | 232 |
|
|
2020
Q1 | $254K | Sell |
1,018
-388
| -28% | -$96.8K | 0.03% | 273 |
|
|
2019
Q4 | $413K | Hold |
1,406
| – | – | 0.04% | 264 |
|
|
2019
Q3 | $306K | Buy |
1,406
+187
| +15% | +$40.7K | 0.03% | 285 |
|
|
2019
Q2 | $297K | Sell |
1,219
-23
| -2% | -$5.6K | 0.03% | 287 |
|
|
2019
Q1 | $307K | Sell |
1,242
-112
| -8% | -$27.7K | 0.03% | 284 |
|
|
2018
Q4 | $337K | Buy |
1,354
+311
| +30% | +$77.4K | 0.04% | 268 |
|
|
2018
Q3 | $277K | Buy |
1,043
+176
| +20% | +$46.7K | 0.03% | 321 |
|
|
2018
Q2 | $213K | Buy |
+867
| New | +$213K | 0.02% | 342 |
|
|
2015
Q2 | – | Sell |
-525
| Closed | -$62K | – | 525 |
|
|
2015
Q1 | $62K | Buy |
+525
| New | +$62K | 0.01% | 444 |
|