Proficio Capital Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $986K | Sell |
3,160
-455
| -13% | -$142K | 0.06% | 161 |
|
|
2025
Q1 | $1.89M | Sell |
3,615
-119
| -3% | -$62.3K | 0.15% | 85 |
|
|
2024
Q4 | $1.89M | Buy |
3,734
+1,279
| +52% | +$647K | 0.15% | 74 |
|
|
2024
Q3 | $1.44M | Sell |
2,455
-855
| -26% | -$500K | 0.14% | 78 |
|
|
2024
Q2 | $1.69M | Sell |
3,310
-287
| -8% | -$146K | 0.18% | 74 |
|
|
2024
Q1 | $1.78M | Buy |
3,597
+74
| +2% | +$36.6K | 0.2% | 73 |
|
|
2023
Q4 | $1.85M | Buy |
3,523
+82
| +2% | +$43.2K | 0.23% | 59 |
|
|
2023
Q3 | $1.74M | Sell |
3,441
-35
| -1% | -$17.6K | 0.23% | 62 |
|
|
2023
Q2 | $1.67M | Buy |
3,476
+304
| +10% | +$146K | 0.23% | 61 |
|
|
2023
Q1 | $1.5M | Sell |
3,172
-125
| -4% | -$59.1K | 0.24% | 62 |
|
|
2022
Q4 | $1.75M | Buy |
3,297
+52
| +2% | +$27.6K | 0.33% | 46 |
|
|
2022
Q3 | $1.64M | Buy |
3,245
+15
| +0.5% | +$7.58K | 0.3% | 52 |
|
|
2022
Q2 | $1.66M | Buy |
3,230
+290
| +10% | +$149K | 0.31% | 50 |
|
|
2022
Q1 | $1.5M | Sell |
2,940
-266
| -8% | -$136K | 0.22% | 67 |
|
|
2021
Q4 | $1.61M | Sell |
3,206
-305
| -9% | -$153K | 0.22% | 75 |
|
|
2021
Q3 | $1.37M | Sell |
3,511
-107
| -3% | -$41.8K | 0.18% | 82 |
|
|
2021
Q2 | $1.45M | Sell |
3,618
-3
| -0.1% | -$1.2K | 0.18% | 78 |
|
|
2021
Q1 | $1.35M | Buy |
3,621
+695
| +24% | +$259K | 0.17% | 76 |
|
|
2020
Q4 | $1.03M | Sell |
2,926
-177
| -6% | -$62.1K | 0.16% | 71 |
|
|
2020
Q3 | $906K | Buy |
3,103
+194
| +7% | +$56.6K | 0.16% | 70 |
|
|
2020
Q2 | $860K | Buy |
2,909
+415
| +17% | +$123K | 0.18% | 65 |
|
|
2020
Q1 | $694K | Buy |
2,494
+921
| +59% | +$256K | 0.17% | 72 |
|
|
2019
Q4 | $462K | Buy |
1,573
+172
| +12% | +$50.5K | 0.13% | 89 |
|
|
2019
Q3 | $304K | Sell |
1,401
-638
| -31% | -$138K | 0.11% | 97 |
|
|
2019
Q2 | $498K | Buy |
2,039
+135
| +7% | +$33K | 0.17% | 81 |
|
|
2019
Q1 | $471K | Buy |
1,904
+306
| +19% | +$75.7K | 0.17% | 81 |
|
|
2018
Q4 | $398K | Buy |
1,598
+87
| +6% | +$21.7K | 0.18% | 76 |
|
|
2018
Q3 | $402K | Sell |
1,511
-1
| -0.1% | -$266 | 0.13% | 82 |
|
|
2018
Q2 | $371K | Buy |
1,512
+128
| +9% | +$31.4K | 0.15% | 89 |
|
|
2018
Q1 | $296K | Buy |
1,384
+176
| +15% | +$37.6K | 0.09% | 99 |
|
|
2017
Q4 | $266K | Buy |
1,208
+12
| +1% | +$2.64K | 0.09% | 106 |
|
|
2017
Q3 | $234K | Sell |
1,196
-5
| -0.4% | -$978 | 0.09% | 140 |
|
|
2017
Q2 | $232K | Sell |
1,201
-50
| -4% | -$9.66K | 0.1% | 152 |
|
|
2017
Q1 | $220K | Buy |
1,251
+696
| +125% | +$122K | 0.1% | 147 |
|
|
2016
Q4 | $89K | Buy |
555
+58
| +12% | +$9.3K | 0.04% | 191 |
|
|
2016
Q3 | $70K | Buy |
497
+58
| +13% | +$8.17K | 0.04% | 213 |
|
|
2016
Q2 | $63K | Buy |
439
+262
| +148% | +$37.6K | 0.04% | 227 |
|
|
2016
Q1 | $23K | Sell |
177
-71
| -29% | -$9.23K | 0.02% | 318 |
|
|
2015
Q4 | $29K | Buy |
+248
| New | +$29K | 0.03% | 155 |
|