Private Advisor Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $19.7M | Buy |
63,174
+292
| +0.5% | +$91.1K | 0.11% | 197 |
|
2025
Q1 | $32.9M | Sell |
62,882
-1,400
| -2% | -$733K | 0.2% | 108 |
|
2024
Q4 | $32.5M | Sell |
64,282
-2,305
| -3% | -$1.17M | 0.18% | 111 |
|
2024
Q3 | $38.9M | Sell |
66,587
-2,118
| -3% | -$1.24M | 0.24% | 87 |
|
2024
Q2 | $35M | Buy |
68,705
+8,204
| +14% | +$4.18M | 0.23% | 91 |
|
2024
Q1 | $29.9M | Sell |
60,501
-13,503
| -18% | -$6.68M | 0.22% | 98 |
|
2023
Q4 | $39M | Buy |
74,004
+904
| +1% | +$476K | 0.3% | 73 |
|
2023
Q3 | $36.9M | Buy |
73,100
+2,311
| +3% | +$1.17M | 0.33% | 66 |
|
2023
Q2 | $34.5M | Buy |
70,789
+11,204
| +19% | +$5.46M | 0.3% | 72 |
|
2023
Q1 | $28.2M | Sell |
59,585
-2,167
| -4% | -$1.02M | 0.27% | 82 |
|
2022
Q4 | $7.26M | Sell |
61,752
-212
| -0.3% | -$24.9K | 0.37% | 53 |
|
2022
Q3 | $31.3M | Sell |
61,964
-30,918
| -33% | -$15.6M | 0.36% | 57 |
|
2022
Q2 | $47.7M | Buy |
92,882
+2,528
| +3% | +$1.3M | 0.43% | 47 |
|
2022
Q1 | $46.1M | Buy |
90,354
+11,541
| +15% | +$5.89M | 0.35% | 53 |
|
2021
Q4 | $39.6M | Sell |
78,813
-33,140
| -30% | -$16.6M | 0.3% | 69 |
|
2021
Q3 | $43.7M | Buy |
111,953
+46,189
| +70% | +$18M | 0.28% | 68 |
|
2021
Q2 | $26.3M | Buy |
65,764
+18,430
| +39% | +$7.38M | 0.23% | 85 |
|
2021
Q1 | $17.6M | Sell |
47,334
-3,326
| -7% | -$1.24M | 0.17% | 126 |
|
2020
Q4 | $17.8M | Buy |
50,660
+12,334
| +32% | +$4.33M | 0.19% | 110 |
|
2020
Q3 | $11.7M | Buy |
38,326
+1,066
| +3% | +$325K | 0.15% | 140 |
|
2020
Q2 | $11M | Buy |
37,260
+1,190
| +3% | +$351K | 0.15% | 139 |
|
2020
Q1 | $9M | Sell |
36,070
-1,663
| -4% | -$415K | 0.17% | 138 |
|
2019
Q4 | $11.1M | Sell |
37,733
-2,581
| -6% | -$759K | 0.17% | 137 |
|
2019
Q3 | $9.06M | Buy |
40,314
+8,239
| +26% | +$1.85M | 0.14% | 159 |
|
2019
Q2 | $7.83M | Sell |
32,075
-1,995
| -6% | -$487K | 0.14% | 162 |
|
2019
Q1 | $8.43M | Buy |
34,070
+4,227
| +14% | +$1.05M | 0.17% | 135 |
|
2018
Q4 | $7.43M | Sell |
29,843
-10,526
| -26% | -$2.62M | 0.18% | 124 |
|
2018
Q3 | $10.7M | Buy |
40,369
+13,416
| +50% | +$3.57M | 0.22% | 101 |
|
2018
Q2 | $6.66M | Buy |
26,953
+14,448
| +116% | +$3.57M | 0.11% | 89 |
|
2018
Q1 | $2.68M | Sell |
12,505
-11,278
| -47% | -$2.41M | 0.1% | 198 |
|
2017
Q4 | $5.34M | Sell |
23,783
-9,798
| -29% | -$2.2M | 0.23% | 100 |
|
2017
Q3 | $6.59M | Sell |
33,581
-2,822
| -8% | -$554K | 0.16% | 135 |
|
2017
Q2 | $6.81M | Buy |
36,403
+7,246
| +25% | +$1.35M | 0.18% | 126 |
|
2017
Q1 | $4.82M | Buy |
29,157
+5,600
| +24% | +$926K | 0.13% | 168 |
|
2016
Q4 | $3.81M | Buy |
23,557
+3,664
| +18% | +$593K | 0.12% | 169 |
|
2016
Q3 | $2.75M | Sell |
19,893
-2,206
| -10% | -$305K | 0.11% | 186 |
|
2016
Q2 | $3.15M | Buy |
22,099
+6,559
| +42% | +$933K | 0.13% | 166 |
|
2016
Q1 | $1.89M | Sell |
15,540
-15,613
| -50% | -$1.9M | 0.09% | 229 |
|
2015
Q4 | $3.67M | Buy |
31,153
+1,770
| +6% | +$208K | 0.18% | 130 |
|
2015
Q3 | $3.41M | Buy |
29,383
+13,435
| +84% | +$1.56M | 0.19% | 120 |
|
2015
Q2 | $1.95M | Buy |
15,948
+1,477
| +10% | +$180K | 0.09% | 231 |
|
2015
Q1 | $1.71M | Buy |
14,471
+722
| +5% | +$85.4K | 0.1% | 238 |
|
2014
Q4 | $1.39M | Buy |
13,749
+906
| +7% | +$91.6K | 0.09% | 272 |
|
2014
Q3 | $1.11M | Buy |
12,843
+1,527
| +13% | +$132K | 0.08% | 285 |
|
2014
Q2 | $925K | Sell |
11,316
-291
| -3% | -$23.8K | 0.08% | 300 |
|
2014
Q1 | $952K | Buy |
11,607
+2,683
| +30% | +$220K | 0.1% | 247 |
|
2013
Q4 | $672K | Buy |
+8,924
| New | +$672K | 0.08% | 314 |
|