Perritt 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 | $292K | Sell |
935
-91
| -9% | -$28.4K | 0.15% | 129 |
|
2025
Q1 | $538K | Sell |
1,026
-20
| -2% | -$10.5K | 0.3% | 73 |
|
2024
Q4 | $529K | Buy |
1,046
+9
| +0.9% | +$4.56K | 0.28% | 87 |
|
2024
Q3 | $606K | Sell |
1,037
-21
| -2% | -$12.3K | 0.31% | 71 |
|
2024
Q2 | $539K | Buy |
1,058
+6
| +0.6% | +$3.06K | 0.29% | 80 |
|
2024
Q1 | $521K | Hold |
1,052
| – | – | 0.28% | 82 |
|
2023
Q4 | $554K | Sell |
1,052
-93
| -8% | -$49K | 0.31% | 71 |
|
2023
Q3 | $577K | Buy |
1,145
+8
| +0.7% | +$4.03K | 0.33% | 78 |
|
2023
Q2 | $546K | Sell |
1,137
-225
| -17% | -$108K | 0.3% | 86 |
|
2023
Q1 | $643K | Hold |
1,362
| – | – | 0.36% | 67 |
|
2022
Q4 | $722K | Sell |
1,362
-25
| -2% | -$13.3K | 0.41% | 59 |
|
2022
Q3 | $700K | Sell |
1,387
-24
| -2% | -$12.1K | 0.45% | 57 |
|
2022
Q2 | $725K | Sell |
1,411
-828
| -37% | -$425K | 0.44% | 57 |
|
2022
Q1 | $1.14M | Sell |
2,239
-56
| -2% | -$28.6K | 0.62% | 32 |
|
2021
Q4 | $1.15M | Hold |
2,295
| – | – | 0.6% | 33 |
|
2021
Q3 | $897K | Hold |
2,295
| – | – | 0.49% | 51 |
|
2021
Q2 | $919K | Sell |
2,295
-355
| -13% | -$142K | 0.48% | 48 |
|
2021
Q1 | $986K | Buy |
2,650
+153
| +6% | +$56.9K | 0.54% | 45 |
|
2020
Q4 | $876K | Sell |
2,497
-10
| -0.4% | -$3.51K | 0.53% | 44 |
|
2020
Q3 | $782K | Sell |
2,507
-55
| -2% | -$17.2K | 0.58% | 40 |
|
2020
Q2 | $756K | Sell |
2,562
-35
| -1% | -$10.3K | 0.57% | 43 |
|
2020
Q1 | $648K | Sell |
2,597
-450
| -15% | -$112K | 0.53% | 48 |
|
2019
Q4 | $896K | Sell |
3,047
-14
| -0.5% | -$4.12K | 0.43% | 66 |
|
2019
Q3 | $665K | Hold |
3,061
| – | – | 0.28% | 106 |
|
2019
Q2 | $747K | Sell |
3,061
-13
| -0.4% | -$3.17K | 0.3% | 104 |
|
2019
Q1 | $760K | Sell |
3,074
-2
| -0.1% | -$494 | 0.28% | 100 |
|
2018
Q4 | $766K | Buy |
3,076
+2
| +0.1% | +$498 | 0.29% | 94 |
|
2018
Q3 | $818K | Hold |
3,074
| – | – | 0.25% | 114 |
|
2018
Q2 | $754K | Hold |
3,074
| – | – | 0.22% | 123 |
|
2018
Q1 | $732K | Sell |
3,074
-6
| -0.2% | -$1.43K | 0.21% | 127 |
|
2017
Q4 | $679K | Sell |
3,080
-200
| -6% | -$44.1K | 0.19% | 143 |
|
2017
Q3 | $642K | Hold |
3,280
| – | – | 0.17% | 151 |
|
2017
Q2 | $608K | Sell |
3,280
-50
| -2% | -$9.27K | 0.16% | 148 |
|
2017
Q1 | $546K | Hold |
3,330
| – | – | 0.14% | 154 |
|
2016
Q4 | $533K | Sell |
3,330
-100
| -3% | -$16K | 0.13% | 149 |
|
2016
Q3 | $480K | Sell |
3,430
-100
| -3% | -$14K | 0.12% | 168 |
|
2016
Q2 | $498K | Sell |
3,530
-25
| -0.7% | -$3.53K | 0.13% | 157 |
|
2016
Q1 | $458K | Buy |
3,555
+105
| +3% | +$13.5K | 0.11% | 170 |
|
2015
Q4 | $406K | Hold |
3,450
| – | – | 0.09% | 191 |
|
2015
Q3 | $400K | Hold |
3,450
| – | – | 0.08% | 199 |
|
2015
Q2 | $421K | Buy |
+3,450
| New | +$421K | 0.08% | 212 |
|