Plante Moran Financial 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 | $403K | Sell |
1,291
-2
| -0.2% | -$624 | 0.03% | 98 |
|
|
2025
Q1 | $677K | Sell |
1,293
-837
| -39% | -$438K | 0.06% | 64 |
|
|
2024
Q4 | $1.08M | Sell |
2,130
-249
| -10% | -$126K | 0.09% | 42 |
|
|
2024
Q3 | $1.39M | Sell |
2,379
-64
| -3% | -$37.4K | 0.12% | 38 |
|
|
2024
Q2 | $1.24M | Buy |
2,443
+44
| +2% | +$22.4K | 0.12% | 42 |
|
|
2024
Q1 | $1.19M | Sell |
2,399
-69
| -3% | -$34.1K | 0.13% | 41 |
|
|
2023
Q4 | $1.3M | Sell |
2,468
-11
| -0.4% | -$5.79K | 0.14% | 40 |
|
|
2023
Q3 | $1.25M | Sell |
2,479
-5
| -0.2% | -$2.52K | 0.15% | 38 |
|
|
2023
Q2 | $1.19M | Buy |
2,484
+297
| +14% | +$143K | 0.14% | 39 |
|
|
2023
Q1 | $1.03M | Sell |
2,187
-59
| -3% | -$27.9K | 0.14% | 45 |
|
|
2022
Q4 | $1.19M | Sell |
2,246
-49
| -2% | -$26K | 0.17% | 41 |
|
|
2022
Q3 | $1.16M | Sell |
2,295
-76
| -3% | -$38.4K | 0.2% | 37 |
|
|
2022
Q2 | $1.22M | Buy |
2,371
+40
| +2% | +$20.5K | 0.2% | 41 |
|
|
2022
Q1 | $1.19M | Sell |
2,331
-429
| -16% | -$219K | 0.22% | 42 |
|
|
2021
Q4 | $1.39M | Buy |
2,760
+248
| +10% | +$125K | 0.23% | 41 |
|
|
2021
Q3 | $982K | Sell |
2,512
-27
| -1% | -$10.6K | 0.22% | 50 |
|
|
2021
Q2 | $1.02M | Buy |
2,539
+119
| +5% | +$47.7K | 0.25% | 48 |
|
|
2021
Q1 | $901K | Buy |
2,420
+32
| +1% | +$11.9K | 0.25% | 53 |
|
|
2020
Q4 | $838K | Buy |
2,388
+576
| +32% | +$202K | 0.26% | 50 |
|
|
2020
Q3 | $565K | Buy |
1,812
+96
| +6% | +$29.9K | 0.2% | 66 |
|
|
2020
Q2 | $506K | Buy |
1,716
+78
| +5% | +$23K | 0.2% | 70 |
|
|
2020
Q1 | $409K | Sell |
1,638
-528
| -24% | -$132K | 0.19% | 74 |
|
|
2019
Q4 | $637K | Buy |
2,166
+369
| +21% | +$109K | 0.22% | 66 |
|
|
2019
Q3 | $391K | Sell |
1,797
-230
| -11% | -$50K | 0.11% | 102 |
|
|
2019
Q2 | $495K | Hold |
2,027
| – | – | 0.15% | 85 |
|
|
2019
Q1 | $501K | Buy |
2,027
+444
| +28% | +$110K | 0.16% | 80 |
|
|
2018
Q4 | $394K | Sell |
1,583
-386
| -20% | -$96.1K | 0.14% | 88 |
|
|
2018
Q3 | $524K | Buy |
1,969
+69
| +4% | +$18.4K | 0.17% | 71 |
|
|
2018
Q2 | $466K | Sell |
1,900
-167
| -8% | -$41K | 0.24% | 77 |
|
|
2018
Q1 | $442K | Buy |
2,067
+1,426
| +222% | +$305K | 0.24% | 78 |
|
|
2017
Q4 | $141K | Sell |
641
-557
| -46% | -$123K | 0.08% | 177 |
|
|
2017
Q3 | $235K | Sell |
1,198
-1
| -0.1% | -$196 | 0.14% | 116 |
|
|
2017
Q2 | $222K | Sell |
1,199
-267
| -18% | -$49.4K | 0.14% | 116 |
|
|
2017
Q1 | $240K | Sell |
1,466
-83
| -5% | -$13.6K | 0.14% | 112 |
|
|
2016
Q4 | $248K | Sell |
1,549
-176
| -10% | -$28.2K | 0.15% | 104 |
|
|
2016
Q3 | $242K | Buy |
1,725
+282
| +20% | +$39.6K | 0.16% | 101 |
|
|
2016
Q2 | $204K | Buy |
1,443
+99
| +7% | +$14K | 0.15% | 118 |
|
|
2016
Q1 | $173K | Sell |
1,344
-714
| -35% | -$91.9K | 0.13% | 122 |
|
|
2015
Q4 | $242K | Buy |
2,058
+364
| +21% | +$42.8K | 0.18% | 95 |
|
|
2015
Q3 | $197K | Buy |
1,694
+183
| +12% | +$21.3K | 0.16% | 105 |
|
|
2015
Q2 | $184K | Buy |
1,511
+230
| +18% | +$28K | 0.13% | 119 |
|
|
2015
Q1 | $152K | Hold |
1,281
| – | – | 0.11% | 142 |
|
|
2014
Q4 | $130K | Hold |
1,281
| – | – | 0.1% | 151 |
|
|
2014
Q3 | $111K | Hold |
1,281
| – | – | 0.1% | 159 |
|
|
2014
Q2 | $105K | Buy |
1,281
+345
| +37% | +$28.3K | 0.09% | 146 |
|
|
2014
Q1 | $77K | Sell |
936
-739
| -44% | -$60.8K | 0.08% | 137 |
|
|
2013
Q4 | $126K | Buy |
1,675
+759
| +83% | +$57.1K | 0.07% | 127 |
|
|
2013
Q3 | $66K | Buy |
916
+305
| +50% | +$22K | 0.04% | 165 |
|
|
2013
Q2 | $40K | Buy |
+611
| New | +$40K | 0.03% | 185 |
|