Profit Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $558K | Sell |
1,790
-50
| -3% | -$15.6K | 0.5% | 65 |
|
2025
Q1 | $964K | Sell |
1,840
-134
| -7% | -$70.2K | 0.89% | 46 |
|
2024
Q4 | $999K | Hold |
1,974
| – | – | 0.8% | 51 |
|
2024
Q3 | $1.15M | Hold |
1,974
| – | – | 0.91% | 49 |
|
2024
Q2 | $1.01M | Hold |
1,974
| – | – | 0.63% | 52 |
|
2024
Q1 | $977K | Hold |
1,974
| – | – | 0.55% | 51 |
|
2023
Q4 | $1.04M | Buy |
1,974
+184
| +10% | +$96.9K | 0.6% | 51 |
|
2023
Q3 | $903K | Sell |
1,790
-79
| -4% | -$39.8K | 0.64% | 47 |
|
2023
Q2 | $898K | Sell |
1,869
-27
| -1% | -$13K | 0.58% | 48 |
|
2023
Q1 | $896K | Hold |
1,896
| – | – | 0.59% | 43 |
|
2022
Q4 | $1.01M | Hold |
1,896
| – | – | 0.71% | 39 |
|
2022
Q3 | $957K | Hold |
1,896
| – | – | 0.73% | 38 |
|
2022
Q2 | $974K | Hold |
1,896
| – | – | 0.72% | 40 |
|
2022
Q1 | $968K | Hold |
1,896
| – | – | 0.6% | 44 |
|
2021
Q4 | $953K | Hold |
1,896
| – | – | 0.6% | 45 |
|
2021
Q3 | $741K | Hold |
1,896
| – | – | 0.52% | 46 |
|
2021
Q2 | $759K | Hold |
1,896
| – | – | 0.4% | 51 |
|
2021
Q1 | $705K | Buy |
1,896
+352
| +23% | +$131K | 0.4% | 50 |
|
2020
Q4 | $541K | Sell |
1,544
-3,363
| -69% | -$1.18M | 0.35% | 58 |
|
2020
Q3 | $1.53M | Hold |
4,907
| – | – | 0.95% | 44 |
|
2020
Q2 | $1.45M | Buy |
4,907
+240
| +5% | +$70.8K | 1.01% | 45 |
|
2020
Q1 | $1.16M | Hold |
4,667
| – | – | 1.09% | 43 |
|
2019
Q4 | $1.37M | Buy |
4,667
+1,810
| +63% | +$532K | 0.92% | 47 |
|
2019
Q3 | $621K | Buy |
+2,857
| New | +$621K | 0.44% | 64 |
|