Pure Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.13M | Sell |
15,259
-1,431
| -9% | -$426K | 0.06% | 124 |
|
|
2025
Q4 | $5.51M | Sell |
16,690
-657
| -4% | -$223K | 0.08% | 105 |
|
|
2025
Q3 | $5.99M | Buy |
17,347
+1,471
| +9% | +$445K | 0.1% | 99 |
|
|
2025
Q2 | $4.95M | Buy |
15,876
+11,045
| +229% | +$4.22M | 0.09% | 104 |
|
|
2025
Q1 | $2.53M | Buy |
4,831
+1,157
| +31% | +$591K | 0.05% | 115 |
|
|
2024
Q4 | $1.86M | Buy |
3,674
+102
| +3% | +$58K | 0.04% | 123 |
|
|
2024
Q3 | $2.09M | Sell |
3,572
-897
| -20% | -$507K | 0.05% | 114 |
|
|
2024
Q2 | $2.28M | Buy |
4,469
+73
| +2% | +$35.8K | 0.06% | 106 |
|
|
2024
Q1 | $2.17M | Buy |
4,396
+937
| +27% | +$476K | 0.07% | 109 |
|
|
2023
Q4 | $1.82M | Buy |
3,459
+468
| +16% | +$250K | 0.06% | 115 |
|
|
2023
Q3 | $1.51M | Buy |
2,991
+222
| +8% | +$109K | 0.06% | 106 |
|
|
2023
Q2 | $1.33M | Buy |
2,769
+8
| +0.3% | +$3.91K | 0.06% | 112 |
|
|
2023
Q1 | $1.3M | Buy |
2,761
+16
| +0.6% | +$7.72K | 0.06% | 107 |
|
|
2022
Q4 | $1.46M | Buy |
2,745
+345
| +14% | +$183K | 0.08% | 102 |
|
|
2022
Q3 | $1.21M | Buy |
2,400
+166
| +7% | +$87.3K | 0.07% | 101 |
|
|
2022
Q2 | $1.15M | Buy |
2,234
+22
| +1% | +$11K | 0.07% | 107 |
|
|
2022
Q1 | $1.13M | Buy |
2,212
+3
| +0.1% | +$1.45K | 0.05% | 100 |
|
|
2021
Q4 | $1.11M | Buy |
2,209
+152
| +7% | +$68.8K | 0.06% | 95 |
|
|
2021
Q3 | $804K | Buy |
2,057
+36
| +2% | +$14.9K | 0.06% | 104 |
|
|
2021
Q2 | $809K | Buy |
2,021
+4
| +0.2% | +$1.59K | 0.07% | 103 |
|
|
2021
Q1 | $751K | Buy |
2,017
+11
| +0.5% | +$3.81K | 0.07% | 96 |
|
|
2020
Q4 | $704K | Buy |
2,006
+1
| +0% | +$335 | 0.08% | 101 |
|
|
2020
Q3 | $625K | Buy |
2,005
+2
| +0.1% | +$614 | 0.09% | 95 |
|
|
2020
Q2 | $591K | Sell |
2,003
-1
| -0% | -$287 | 0.09% | 86 |
|
|
2020
Q1 | $500K | Sell |
2,004
-58
| -3% | -$16K | 0.08% | 90 |
|
|
2019
Q4 | $606K | Buy |
2,062
+73
| +4% | +$19.1K | 0.1% | 90 |
|
|
2019
Q3 | $432K | Sell |
1,989
-35
| -2% | -$8.45K | 0.08% | 96 |
|
|
2019
Q2 | $494K | Sell |
2,024
-74
| -4% | -$17.8K | 0.09% | 92 |
|
|
2019
Q1 | $519K | Buy |
2,098
+237
| +13% | +$60.4K | 0.1% | 89 |
|
|
2018
Q4 | $464K | Sell |
1,861
-27
| -1% | -$7.13K | 0.09% | 92 |
|
|
2018
Q3 | $502K | Buy |
+1,888
| New | +$491K | 0.11% | 87 |
|
Other funds holding UNH
VCM
VPM
