QCM
Quantinno Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.8M | Sell |
146,906
-2,702
| -2% | -$843K | 0.2% | 64 |
|
|
2025
Q1 | $78.4M | Buy |
149,608
+35,741
| +31% | +$18.7M | 0.51% | 23 |
|
|
2024
Q4 | $57.6M | Buy |
113,867
+13,505
| +13% | +$6.83M | 0.57% | 19 |
|
|
2024
Q3 | $58.7M | Buy |
100,362
+16,576
| +20% | +$9.69M | 0.76% | 12 |
|
|
2024
Q2 | $42.7M | Buy |
83,786
+8,651
| +12% | +$4.41M | 0.77% | 11 |
|
|
2024
Q1 | $37.2M | Buy |
75,135
+34,829
| +86% | +$17.2M | 0.81% | 10 |
|
|
2023
Q4 | $21.2M | Buy |
40,306
+5,825
| +17% | +$3.07M | 0.74% | 12 |
|
|
2023
Q3 | $17.4M | Buy |
34,481
+7,912
| +30% | +$3.99M | 0.79% | 11 |
|
|
2023
Q2 | $12.8M | Buy |
26,569
+1,229
| +5% | +$591K | 0.73% | 13 |
|
|
2023
Q1 | $12M | Buy |
25,340
+3,815
| +18% | +$1.8M | 0.79% | 12 |
|
|
2022
Q4 | $11.4M | Buy |
21,525
+3,932
| +22% | +$2.08M | 0.85% | 10 |
|
|
2022
Q3 | $8.89M | Buy |
17,593
+1,407
| +9% | +$711K | 1.14% | 8 |
|
|
2022
Q2 | $8.31M | Buy |
16,186
+2,424
| +18% | +$1.25M | 1.2% | 6 |
|
|
2022
Q1 | $7.02M | Buy |
13,762
+1,500
| +12% | +$765K | 1.07% | 8 |
|
|
2021
Q4 | $6.16M | Buy |
+12,262
| New | +$6.16M | 1.11% | 13 |
|
|
2020
Q3 | – | Sell |
-966
| Closed | -$285K | – | 443 |
|
|
2020
Q2 | $285K | Buy |
+966
| New | +$285K | 0.28% | 177 |
|
|
2020
Q1 | – | Sell |
-2,054
| Closed | -$604K | – | 555 |
|
|
2019
Q4 | $604K | Hold |
2,054
| – | – | 0.38% | 58 |
|
|
2019
Q3 | $446K | Hold |
2,054
| – | – | 0.3% | 126 |
|
|
2019
Q2 | $501K | Sell |
2,054
-1,335
| -39% | -$326K | 0.29% | 120 |
|
|
2019
Q1 | $838K | Buy |
3,389
+428
| +14% | +$106K | 0.54% | 19 |
|
|
2018
Q4 | $738K | Buy |
+2,961
| New | +$738K | 0.6% | 6 |
|