Prospera Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Buy |
42,066
+15,920
| +61% | +$4.97M | 0.24% | 90 |
|
|
2025
Q1 | $13.7M | Sell |
26,146
-794
| -3% | -$416K | 0.31% | 73 |
|
|
2024
Q4 | $13.6M | Buy |
26,940
+8,014
| +42% | +$4.06M | 0.32% | 71 |
|
|
2024
Q3 | $11.1M | Buy |
18,926
+399
| +2% | +$233K | 0.28% | 78 |
|
|
2024
Q2 | $9.44M | Buy |
18,527
+326
| +2% | +$166K | 0.26% | 81 |
|
|
2024
Q1 | $9.01M | Sell |
18,201
-8,373
| -32% | -$4.15M | 0.27% | 79 |
|
|
2023
Q4 | $14M | Buy |
26,574
+455
| +2% | +$240K | 0.46% | 40 |
|
|
2023
Q3 | $13.2M | Sell |
26,119
-1,002
| -4% | -$506K | 0.51% | 38 |
|
|
2023
Q2 | $13M | Buy |
27,121
+2,335
| +9% | +$1.12M | 0.5% | 36 |
|
|
2023
Q1 | $11.7M | Buy |
24,786
+3,659
| +17% | +$1.73M | 0.48% | 34 |
|
|
2022
Q4 | $11.2M | Sell |
21,127
-4,648
| -18% | -$2.46M | 0.56% | 28 |
|
|
2022
Q3 | $13M | Buy |
25,775
+5,416
| +27% | +$2.74M | 0.68% | 21 |
|
|
2022
Q2 | $10.5M | Buy |
20,359
+4,265
| +27% | +$2.19M | 0.53% | 27 |
|
|
2022
Q1 | $8.21M | Buy |
16,094
+4,675
| +41% | +$2.38M | 0.34% | 44 |
|
|
2021
Q4 | $5.74M | Buy |
11,419
+354
| +3% | +$178K | 0.25% | 91 |
|
|
2021
Q3 | $4.33M | Buy |
11,065
+690
| +7% | +$270K | 0.22% | 111 |
|
|
2021
Q2 | $4.16M | Sell |
10,375
-53
| -0.5% | -$21.2K | 0.21% | 118 |
|
|
2021
Q1 | $3.88M | Sell |
10,428
-272
| -3% | -$101K | 0.23% | 101 |
|
|
2020
Q4 | $3.75M | Buy |
10,700
+10,299
| +2,568% | +$3.61M | 0.26% | 86 |
|
|
2020
Q3 | $124K | Sell |
401
-9,661
| -96% | -$2.99M | 0.05% | 358 |
|
|
2020
Q2 | $2.94M | Buy |
10,062
+240
| +2% | +$70.2K | 0.26% | 95 |
|
|
2020
Q1 | $2.45M | Buy |
9,822
+1,963
| +25% | +$489K | 0.26% | 92 |
|
|
2019
Q4 | $2.31M | Buy |
7,859
+974
| +14% | +$286K | 0.18% | 139 |
|
|
2019
Q3 | $1.5M | Sell |
6,885
-297
| -4% | -$64.5K | 0.15% | 141 |
|
|
2019
Q2 | $1.76M | Buy |
7,182
+2,641
| +58% | +$647K | 0.2% | 109 |
|
|
2019
Q1 | $1.13M | Buy |
4,541
+1,068
| +31% | +$266K | 0.37% | 81 |
|
|
2018
Q4 | $856K | Buy |
3,473
+28
| +0.8% | +$6.9K | 0.17% | 133 |
|
|
2018
Q3 | $872K | Sell |
3,445
-628
| -15% | -$159K | 0.16% | 140 |
|
|
2018
Q2 | $1.01M | Buy |
4,073
+634
| +18% | +$157K | 0.14% | 138 |
|
|
2018
Q1 | $752K | Buy |
3,439
+731
| +27% | +$160K | 0.11% | 179 |
|
|
2017
Q4 | $600K | Sell |
2,708
-1,038
| -28% | -$230K | 0.09% | 188 |
|
|
2017
Q3 | $740K | Sell |
3,746
-110
| -3% | -$21.7K | 0.11% | 169 |
|
|
2017
Q2 | $717K | Sell |
3,856
-672
| -15% | -$125K | 0.12% | 166 |
|
|
2017
Q1 | $745K | Buy |
4,528
+871
| +24% | +$143K | 0.13% | 137 |
|
|
2016
Q4 | $589K | Buy |
3,657
+80
| +2% | +$12.9K | 0.12% | 158 |
|
|
2016
Q3 | $501K | Sell |
3,577
-94
| -3% | -$13.2K | 0.1% | 184 |
|
|
2016
Q2 | $518K | Buy |
3,671
+550
| +18% | +$77.6K | 0.11% | 164 |
|
|
2016
Q1 | $402K | Sell |
3,121
-301
| -9% | -$38.8K | 0.09% | 167 |
|
|
2015
Q4 | $403K | Buy |
3,422
+928
| +37% | +$109K | 0.09% | 154 |
|
|
2015
Q3 | $289K | Buy |
2,494
+284
| +13% | +$32.9K | 0.07% | 194 |
|
|
2015
Q2 | $270K | Sell |
2,210
-115
| -5% | -$14.1K | 0.06% | 218 |
|
|
2015
Q1 | $275K | Buy |
+2,325
| New | +$275K | 0.06% | 229 |
|