Raymond James & Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.38B | Buy |
2,361,396
+587,088
| +33% | +$332M | 0.84% | 15 |
|
|
2024
Q2 | $904M | Buy |
1,774,308
+18,518
| +1% | +$9.08M | 0.59% | 27 |
|
|
2024
Q1 | $869M | Sell |
1,755,790
-81,383
| -4% | -$41.4M | 0.59% | 25 |
|
|
2023
Q4 | $967M | Buy |
1,837,173
+24,474
| +1% | +$13.1M | 0.72% | 17 |
|
|
2023
Q3 | $914M | Buy |
1,812,699
+16,850
| +0.9% | +$8.29M | 0.77% | 16 |
|
|
2023
Q2 | $863M | Sell |
1,795,849
-21,748
| -1% | -$10.6M | 0.71% | 18 |
|
|
2023
Q1 | $859M | Sell |
1,817,597
-11,357
| -0.6% | -$5.48M | 0.75% | 15 |
|
|
2022
Q4 | $970M | Buy |
1,828,954
+20,785
| +1% | +$11M | 0.89% | 12 |
|
|
2022
Q3 | $913M | Sell |
1,808,169
-6,785
| -0.4% | -$3.57M | 0.92% | 10 |
|
|
2022
Q2 | $932M | Sell |
1,814,954
-32,906
| -2% | -$16.5M | 0.91% | 10 |
|
|
2022
Q1 | $942M | Buy |
1,847,860
+21,757
| +1% | +$10.5M | 0.8% | 13 |
|
|
2021
Q4 | $917M | Buy |
1,826,103
+33,081
| +2% | +$15M | 0.74% | 13 |
|
|
2021
Q3 | $701M | Buy |
1,793,022
+84,810
| +5% | +$35.1M | 0.63% | 21 |
|
|
2021
Q2 | $684M | Buy |
1,708,212
+72,344
| +4% | +$28.8M | 0.62% | 23 |
|
|
2021
Q1 | $609M | Buy |
1,635,868
+51,534
| +3% | +$17.9M | 0.61% | 21 |
|
|
2020
Q4 | $556M | Sell |
1,584,334
-23,582
| -1% | -$7.9M | 0.61% | 25 |
|
|
2020
Q3 | $501M | Buy |
1,607,916
+56,044
| +4% | +$17.2M | 0.63% | 25 |
|
|
2020
Q2 | $458M | Buy |
1,551,872
+12,807
| +0.8% | +$3.67M | 0.61% | 24 |
|
|
2020
Q1 | $384M | Sell |
1,539,065
-183,437
| -11% | -$50.5M | 0.61% | 27 |
|
|
2019
Q4 | $506M | Buy |
1,722,502
+11,905
| +0.7% | +$3.11M | 0.64% | 25 |
|
|
2019
Q3 | $372M | Buy |
1,710,597
+83,249
| +5% | +$20.1M | 0.52% | 31 |
|
|
2019
Q2 | $397M | Buy |
1,627,348
+41,580
| +3% | +$10M | 0.57% | 27 |
|
|
2019
Q1 | $392M | Buy |
1,585,768
+171,803
| +12% | +$43.8M | 0.6% | 24 |
|
|
2018
Q4 | $352M | Sell |
1,413,965
-56,254
| -4% | -$14.9M | 0.61% | 25 |
|
|
2018
Q3 | $391M | Buy |
1,470,219
+66,254
| +5% | +$17.2M | 0.6% | 22 |
|
|
2018
Q2 | $344M | Buy |
1,403,965
+50,242
| +4% | +$12.1M | 0.58% | 23 |
|
|
2018
Q1 | $290M | Buy |
1,353,723
+40,570
| +3% | +$9.27M | 0.52% | 28 |
|
|
2017
Q4 | $290M | Sell |
1,313,153
-57,015
| -4% | -$12.1M | 0.53% | 30 |
|
|
2017
Q3 | $268M | Sell |
1,370,168
-8,512
| -0.6% | -$1.64M | 0.54% | 27 |
|
|
2017
Q2 | $256M | Buy |
1,378,680
+49,246
| +4% | +$8.64M | 0.55% | 27 |
|
|
2017
Q1 | $218M | Buy |
1,329,434
+99,782
| +8% | +$16.3M | 0.51% | 32 |
|
|
2016
Q4 | $197M | Buy |
1,229,652
+86,625
| +8% | +$12.9M | 0.5% | 31 |
|
|
2016
Q3 | $160M | Buy |
1,143,027
+68,133
| +6% | +$9.54M | 0.44% | 37 |
|
|
2016
Q2 | $152M | Sell |
1,074,894
-49,088
| -4% | -$6.55M | 0.48% | 30 |
|
|
2016
Q1 | $145M | Buy |
1,123,982
+57,270
| +5% | +$6.77M | 0.49% | 31 |
|
|
2015
Q4 | $125M | Buy |
1,066,712
+16,032
| +2% | +$1.87M | 0.45% | 35 |
|
|
2015
Q3 | $122M | Buy |
1,050,680
+17,925
| +2% | +$2.15M | 0.5% | 32 |
|
|
2015
Q2 | $126M | Buy |
1,032,755
+123,587
| +14% | +$14.6M | 0.48% | 29 |
|
|
2015
Q1 | $108M | Buy |
909,168
+131,250
| +17% | +$14.6M | 0.47% | 30 |
|
|
2014
Q4 | $78.6M | Buy |
777,918
+233,203
| +43% | +$22.1M | 0.38% | 49 |
|
|
2014
Q3 | $47M | Buy |
544,715
+52,537
| +11% | +$4.44M | 0.27% | 66 |
|
|
2014
Q2 | $40.2M | Buy |
492,178
+38,512
| +8% | +$3.03M | 0.25% | 65 |
|
|
2014
Q1 | $37.2M | Buy |
453,666
+46,790
| +11% | +$3.52M | 0.26% | 65 |
|
|
2013
Q4 | $30.6M | Buy |
406,876
+14,113
| +4% | +$1.01M | 0.23% | 71 |
|
|
2013
Q3 | $28.1M | Buy |
392,763
+46,242
| +13% | +$3.31M | 0.24% | 70 |
|
|
2013
Q2 | $22.7M | Buy |
+346,521
| New | +$21.6M | 0.21% | 90 |
|
Other funds holding UNH
