Plancorp LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Sell |
11,895
-385
| -3% | -$120K | 0.13% | 66 |
|
|
2025
Q1 | $6.43M | Sell |
12,280
-525
| -4% | -$275K | 0.25% | 46 |
|
|
2024
Q4 | $6.48M | Buy |
12,805
+1,711
| +15% | +$866K | 0.27% | 37 |
|
|
2024
Q3 | $6.49M | Sell |
11,094
-377
| -3% | -$220K | 0.26% | 35 |
|
|
2024
Q2 | $5.84M | Buy |
11,471
+23
| +0.2% | +$11.7K | 0.25% | 38 |
|
|
2024
Q1 | $5.66M | Sell |
11,448
-99
| -0.9% | -$49K | 0.25% | 39 |
|
|
2023
Q4 | $6.08M | Buy |
11,547
+227
| +2% | +$120K | 0.29% | 33 |
|
|
2023
Q3 | $5.71M | Buy |
11,320
+322
| +3% | +$162K | 0.31% | 33 |
|
|
2023
Q2 | $5.29M | Sell |
10,998
-6
| -0.1% | -$2.88K | 0.29% | 33 |
|
|
2023
Q1 | $5.2M | Sell |
11,004
-29
| -0.3% | -$13.7K | 0.29% | 33 |
|
|
2022
Q4 | $5.85M | Sell |
11,033
-746
| -6% | -$396K | 0.35% | 32 |
|
|
2022
Q3 | $5.95M | Buy |
11,779
+52
| +0.4% | +$26.3K | 0.4% | 30 |
|
|
2022
Q2 | $6.02M | Buy |
11,727
+46
| +0.4% | +$23.6K | 0.38% | 26 |
|
|
2022
Q1 | $5.96M | Buy |
11,681
+230
| +2% | +$117K | 0.39% | 28 |
|
|
2021
Q4 | $5.75M | Buy |
11,451
+216
| +2% | +$108K | 0.36% | 28 |
|
|
2021
Q3 | $4.39M | Buy |
11,235
+78
| +0.7% | +$30.5K | 0.3% | 30 |
|
|
2021
Q2 | $4.47M | Sell |
11,157
-30
| -0.3% | -$12K | 0.35% | 29 |
|
|
2021
Q1 | $4.16M | Sell |
11,187
-197
| -2% | -$73.3K | 0.92% | 22 |
|
|
2020
Q4 | $3.99M | Buy |
11,384
+1,891
| +20% | +$663K | 0.98% | 23 |
|
|
2020
Q3 | $2.96M | Sell |
9,493
-37
| -0.4% | -$11.5K | 0.9% | 21 |
|
|
2020
Q2 | $2.81M | Buy |
9,530
+1,158
| +14% | +$342K | 0.85% | 24 |
|
|
2020
Q1 | $2.09M | Sell |
8,372
-126
| -1% | -$31.4K | 0.81% | 26 |
|
|
2019
Q4 | $2.5M | Buy |
8,498
+270
| +3% | +$79.4K | 0.77% | 32 |
|
|
2019
Q3 | $1.79M | Buy |
8,228
+1,536
| +23% | +$334K | 0.68% | 31 |
|
|
2019
Q2 | $1.63M | Sell |
6,692
-25
| -0.4% | -$6.1K | 0.65% | 33 |
|
|
2019
Q1 | $1.66M | Buy |
6,717
+193
| +3% | +$47.7K | 0.63% | 37 |
|
|
2018
Q4 | $1.63M | Sell |
6,524
-61
| -0.9% | -$15.2K | 0.74% | 30 |
|
|
2018
Q3 | $1.75M | Hold |
6,585
| – | – | 0.69% | 32 |
|
|
2018
Q2 | $1.62M | Hold |
6,585
| – | – | 0.65% | 37 |
|
|
2018
Q1 | $1.41M | Hold |
6,585
| – | – | 0.45% | 39 |
|
|
2017
Q4 | $1.45M | Sell |
6,585
-75
| -1% | -$16.5K | 0.47% | 40 |
|
|
2017
Q3 | $1.3M | Hold |
6,660
| – | – | 0.39% | 44 |
|
|
2017
Q2 | $1.24M | Buy |
6,660
+110
| +2% | +$20.4K | 0.37% | 46 |
|
|
2017
Q1 | $1.07M | Sell |
6,550
-7
| -0.1% | -$1.15K | 0.31% | 53 |
|
|
2016
Q4 | $1.05M | Buy |
+6,557
| New | +$1.05M | 0.3% | 50 |
|
|
2016
Q2 | – | Sell |
-3,067
| Closed | -$395K | – | 56 |
|
|
2016
Q1 | $395K | Buy |
+3,067
| New | +$395K | 0.47% | 26 |
|
|
2014
Q4 | – | Sell |
-5,695
| Closed | -$491K | – | 100 |
|
|
2014
Q3 | $491K | Buy |
+5,695
| New | +$491K | 0.52% | 47 |
|
|
2014
Q2 | – | Sell |
-5,765
| Closed | -$472K | – | 114 |
|
|
2014
Q1 | $472K | Sell |
5,765
-5
| -0.1% | -$409 | 0.32% | 64 |
|
|
2013
Q4 | $434K | Buy |
+5,770
| New | +$434K | 0.38% | 54 |
|