Rafferty Asset 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 | $29.9M | Buy |
95,889
+10,679
| +13% | +$3.33M | 0.1% | 114 |
|
2025
Q1 | $44.6M | Sell |
85,210
-19,162
| -18% | -$10M | 0.19% | 70 |
|
2024
Q4 | $52.8M | Buy |
104,372
+10,712
| +11% | +$5.42M | 0.19% | 71 |
|
2024
Q3 | $54.8M | Sell |
93,660
-6,439
| -6% | -$3.76M | 0.19% | 64 |
|
2024
Q2 | $51M | Buy |
100,099
+4,643
| +5% | +$2.36M | 0.19% | 66 |
|
2024
Q1 | $47.2M | Buy |
95,456
+1,308
| +1% | +$647K | 0.18% | 64 |
|
2023
Q4 | $49.6M | Sell |
94,148
-2,506
| -3% | -$1.32M | 0.21% | 55 |
|
2023
Q3 | $48.7M | Buy |
96,654
+6,495
| +7% | +$3.27M | 0.29% | 52 |
|
2023
Q2 | $43.3M | Buy |
90,159
+6,572
| +8% | +$3.16M | 0.24% | 53 |
|
2023
Q1 | $39.5M | Buy |
83,587
+3,195
| +4% | +$1.51M | 0.27% | 51 |
|
2022
Q4 | $42.6M | Buy |
80,392
+30,348
| +61% | +$16.1M | 0.36% | 46 |
|
2022
Q3 | $25.3M | Buy |
50,044
+27,281
| +120% | +$13.8M | 0.27% | 58 |
|
2022
Q2 | $11.7M | Sell |
22,763
-6,027
| -21% | -$3.1M | 0.11% | 115 |
|
2022
Q1 | $14.7M | Sell |
28,790
-2,866
| -9% | -$1.46M | 0.09% | 140 |
|
2021
Q4 | $15.9M | Buy |
31,656
+1,592
| +5% | +$799K | 0.08% | 135 |
|
2021
Q3 | $11.7M | Buy |
30,064
+10,349
| +52% | +$4.04M | 0.08% | 145 |
|
2021
Q2 | $7.9M | Buy |
19,715
+1,596
| +9% | +$639K | 0.05% | 222 |
|
2021
Q1 | $6.74M | Buy |
18,119
+2,199
| +14% | +$818K | 0.05% | 228 |
|
2020
Q4 | $5.58M | Sell |
15,920
-1,440
| -8% | -$505K | 0.05% | 196 |
|
2020
Q3 | $5.41M | Sell |
17,360
-4,143
| -19% | -$1.29M | 0.07% | 169 |
|
2020
Q2 | $6.34M | Buy |
21,503
+14,211
| +195% | +$4.19M | 0.09% | 133 |
|
2020
Q1 | $1.82M | Sell |
7,292
-18,292
| -71% | -$4.56M | 0.08% | 166 |
|
2019
Q4 | $7.52M | Buy |
25,584
+18,753
| +275% | +$5.51M | 0.12% | 100 |
|
2019
Q3 | $1.49M | Sell |
6,831
-1,592
| -19% | -$346K | 0.02% | 463 |
|
2019
Q2 | $2.06M | Buy |
8,423
+6,637
| +372% | +$1.62M | 0.04% | 411 |
|
2019
Q1 | $442K | Sell |
1,786
-282
| -14% | -$69.8K | 0.01% | 691 |
|
2018
Q4 | $515K | Buy |
+2,068
| New | +$515K | 0.01% | 507 |
|
2018
Q2 | – | Sell |
-2,207
| Closed | -$472K | – | 707 |
|
2018
Q1 | $472K | Sell |
2,207
-273
| -11% | -$58.4K | 0.01% | 592 |
|
2017
Q4 | $547K | Buy |
+2,480
| New | +$547K | 0.01% | 555 |
|
2015
Q3 | – | Sell |
-2,027
| Closed | -$247K | – | 612 |
|
2015
Q2 | $247K | Sell |
2,027
-202
| -9% | -$24.6K | 0.02% | 476 |
|
2015
Q1 | $264K | Buy |
+2,229
| New | +$264K | 0.02% | 463 |
|
2014
Q3 | – | Sell |
-5,885
| Closed | -$481K | – | 412 |
|
2014
Q2 | $481K | Buy |
+5,885
| New | +$481K | 0.09% | 152 |
|