ProVise Management 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 | – | Sell |
-434
| Closed | -$227K | – | 264 |
|
|
2025
Q1 | $227K | Sell |
434
-159
| -27% | -$83.3K | 0.02% | 234 |
|
|
2024
Q4 | $300K | Sell |
593
-163
| -22% | -$82.4K | 0.03% | 209 |
|
|
2024
Q3 | $442K | Sell |
756
-56
| -7% | -$32.7K | 0.04% | 206 |
|
|
2024
Q2 | $414K | Sell |
812
-9
| -1% | -$4.59K | 0.04% | 203 |
|
|
2024
Q1 | $406K | Sell |
821
-4,435
| -84% | -$2.19M | 0.04% | 211 |
|
|
2023
Q4 | $2.77M | Buy |
5,256
+155
| +3% | +$81.6K | 0.23% | 106 |
|
|
2023
Q3 | $2.57M | Buy |
5,101
+225
| +5% | +$113K | 0.24% | 102 |
|
|
2023
Q2 | $2.34M | Buy |
4,876
+739
| +18% | +$355K | 0.21% | 110 |
|
|
2023
Q1 | $1.96M | Buy |
4,137
+2,429
| +142% | +$1.15M | 0.19% | 118 |
|
|
2022
Q4 | $906K | Sell |
1,708
-362
| -17% | -$192K | 0.09% | 165 |
|
|
2022
Q3 | $1.05M | Sell |
2,070
-128
| -6% | -$64.7K | 0.12% | 155 |
|
|
2022
Q2 | $1.13M | Sell |
2,198
-271
| -11% | -$139K | 0.12% | 149 |
|
|
2022
Q1 | $1.26M | Sell |
2,469
-189
| -7% | -$96.4K | 0.12% | 155 |
|
|
2021
Q4 | $1.33M | Sell |
2,658
-6
| -0.2% | -$3.01K | 0.12% | 154 |
|
|
2021
Q3 | $1.04M | Sell |
2,664
-203
| -7% | -$79.3K | 0.1% | 168 |
|
|
2021
Q2 | $1.15M | Buy |
2,867
+613
| +27% | +$245K | 0.12% | 158 |
|
|
2021
Q1 | $839K | Sell |
2,254
-23
| -1% | -$8.56K | 0.09% | 177 |
|
|
2020
Q4 | $798K | Buy |
2,277
+561
| +33% | +$197K | 0.09% | 176 |
|
|
2020
Q3 | $535K | Sell |
1,716
-94
| -5% | -$29.3K | 0.07% | 193 |
|
|
2020
Q2 | $534K | Sell |
1,810
-92
| -5% | -$27.1K | 0.08% | 179 |
|
|
2020
Q1 | $474K | Buy |
1,902
+203
| +12% | +$50.6K | 0.08% | 178 |
|
|
2019
Q4 | $500K | Buy |
1,699
+155
| +10% | +$45.6K | 0.06% | 198 |
|
|
2019
Q3 | $336K | Sell |
1,544
-1,403
| -48% | -$305K | 0.04% | 235 |
|
|
2019
Q2 | $719K | Buy |
2,947
+504
| +21% | +$123K | 0.1% | 167 |
|
|
2019
Q1 | $604K | Buy |
2,443
+233
| +11% | +$57.6K | 0.08% | 173 |
|
|
2018
Q4 | $551K | Buy |
2,210
+29
| +1% | +$7.23K | 0.09% | 183 |
|
|
2018
Q3 | $580K | Buy |
+2,181
| New | +$580K | 0.08% | 200 |
|