Private Capital 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 | $11.8M | Buy |
37,685
+608
| +2% | +$190K | 1.43% | 18 |
|
|
2025
Q1 | $19.4M | Sell |
37,077
-860
| -2% | -$450K | 2.32% | 6 |
|
|
2024
Q4 | $19.2M | Sell |
37,937
-138
| -0.4% | -$69.8K | 2.28% | 7 |
|
|
2024
Q3 | $22.3M | Sell |
38,075
-417
| -1% | -$244K | 2.44% | 5 |
|
|
2024
Q2 | $19.6M | Sell |
38,492
-950
| -2% | -$484K | 2.18% | 5 |
|
|
2024
Q1 | $19.5M | Sell |
39,442
-505
| -1% | -$250K | 2.43% | 5 |
|
|
2023
Q4 | $21M | Sell |
39,947
-280
| -0.7% | -$147K | 3.2% | 4 |
|
|
2023
Q3 | $21.5M | Sell |
40,227
-165
| -0.4% | -$88.4K | 3.32% | 4 |
|
|
2023
Q2 | $19.4M | Buy |
40,392
+2,003
| +5% | +$963K | 3.18% | 4 |
|
|
2023
Q1 | $18.1M | Sell |
38,389
-9,240
| -19% | -$4.37M | 3.42% | 5 |
|
|
2022
Q4 | $25.3M | Hold |
47,629
| – | – | 4.33% | 3 |
|
|
2022
Q3 | $24.1M | Sell |
47,629
-761
| -2% | -$384K | 4.17% | 3 |
|
|
2022
Q2 | $24.9M | Buy |
48,390
+2,268
| +5% | +$1.16M | 4.19% | 4 |
|
|
2022
Q1 | $23.5M | Buy |
46,122
+2,933
| +7% | +$1.5M | 3.43% | 4 |
|
|
2021
Q4 | $21.7M | Sell |
43,189
-916
| -2% | -$460K | 3.46% | 6 |
|
|
2021
Q3 | $17.2M | Hold |
44,105
| – | – | 2.87% | 7 |
|
|
2021
Q2 | $17.7M | Sell |
44,105
-522
| -1% | -$209K | 2.99% | 6 |
|
|
2021
Q1 | $16.6M | Hold |
44,627
| – | – | 3.1% | 5 |
|
|
2020
Q4 | $15.7M | Hold |
44,627
| – | – | 3.16% | 5 |
|
|
2020
Q3 | $13.9M | Buy |
44,627
+913
| +2% | +$285K | 3.23% | 5 |
|
|
2020
Q2 | $12.9M | Sell |
43,714
-100
| -0.2% | -$29.5K | 3.34% | 8 |
|
|
2020
Q1 | $10.9M | Sell |
43,814
-1,356
| -3% | -$338K | 3.46% | 9 |
|
|
2019
Q4 | $13.3M | Sell |
45,170
-940
| -2% | -$276K | 3.26% | 7 |
|
|
2019
Q3 | $10M | Sell |
46,110
-690
| -1% | -$150K | 2.78% | 10 |
|
|
2019
Q2 | $11.4M | Buy |
46,800
+13,163
| +39% | +$3.21M | 3.23% | 7 |
|
|
2019
Q1 | $8.32M | Buy |
33,637
+30
| +0.1% | +$7.42K | 2.52% | 13 |
|
|
2018
Q4 | $8.37M | Hold |
33,607
| – | – | 3% | 8 |
|
|
2018
Q3 | $8.94M | Sell |
33,607
-25
| -0.1% | -$6.65K | 2.47% | 10 |
|
|
2018
Q2 | $8.25M | Sell |
33,632
-75
| -0.2% | -$18.4K | 2.59% | 8 |
|
|
2018
Q1 | $7.21M | Sell |
33,707
-425
| -1% | -$90.9K | 2.4% | 12 |
|
|
2017
Q4 | $7.53M | Sell |
34,132
-2,593
| -7% | -$572K | 2.61% | 7 |
|
|
2017
Q3 | $7.19M | Sell |
36,725
-200
| -0.5% | -$39.2K | 2.45% | 10 |
|
|
2017
Q2 | $6.85M | Sell |
36,925
-1,633
| -4% | -$303K | 2.21% | 11 |
|
|
2017
Q1 | $6.32M | Sell |
38,558
-2,375
| -6% | -$390K | 2.06% | 15 |
|
|
2016
Q4 | $6.55M | Sell |
40,933
-2,150
| -5% | -$344K | 2.24% | 11 |
|
|
2016
Q3 | $6.03M | Buy |
43,083
+400
| +0.9% | +$56K | 2.15% | 14 |
|
|
2016
Q2 | $6.03M | Sell |
42,683
-1,050
| -2% | -$148K | 2.28% | 13 |
|
|
2016
Q1 | $5.64M | Sell |
43,733
-200
| -0.5% | -$25.8K | 2.51% | 10 |
|
|
2015
Q4 | $5.17M | Sell |
43,933
-450
| -1% | -$52.9K | 2.23% | 15 |
|
|
2015
Q3 | $5.15M | Sell |
44,383
-253
| -0.6% | -$29.4K | 2.15% | 14 |
|
|
2015
Q2 | $5.45M | Buy |
44,636
+205
| +0.5% | +$25K | 1.78% | 20 |
|
|
2015
Q1 | $5.26M | Sell |
44,431
-200
| -0.4% | -$23.7K | 1.91% | 17 |
|
|
2014
Q4 | $4.51M | Sell |
44,631
-325
| -0.7% | -$32.9K | 1.7% | 19 |
|
|
2014
Q3 | $3.88M | Buy |
+44,956
| New | +$3.88M | 1.25% | 35 |
|