Regal Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $965K | Buy |
3,092
+1,567
| +103% | +$489K | 0.07% | 244 |
|
|
2025
Q1 | $798K | Sell |
1,525
-738
| -33% | -$386K | 0.06% | 249 |
|
|
2024
Q4 | $1.14M | Sell |
2,263
-180
| -7% | -$91.1K | 0.09% | 211 |
|
|
2024
Q3 | $1.43M | Sell |
2,443
-532
| -18% | -$311K | 0.1% | 208 |
|
|
2024
Q2 | $1.52M | Sell |
2,975
-127
| -4% | -$64.7K | 0.1% | 206 |
|
|
2024
Q1 | $1.53M | Sell |
3,102
-277
| -8% | -$137K | 0.1% | 201 |
|
|
2023
Q4 | $1.78M | Buy |
3,379
+164
| +5% | +$86.3K | 0.13% | 170 |
|
|
2023
Q3 | $1.62M | Buy |
3,215
+255
| +9% | +$129K | 0.14% | 163 |
|
|
2023
Q2 | $1.42M | Buy |
2,960
+53
| +2% | +$25.5K | 0.12% | 176 |
|
|
2023
Q1 | $1.37M | Buy |
2,907
+202
| +7% | +$95.5K | 0.12% | 170 |
|
|
2022
Q4 | $1.43M | Buy |
2,705
+36
| +1% | +$19.1K | 0.14% | 152 |
|
|
2022
Q3 | $1.35M | Sell |
2,669
-175
| -6% | -$88.4K | 0.14% | 144 |
|
|
2022
Q2 | $1.46M | Sell |
2,844
-13
| -0.5% | -$6.68K | 0.15% | 139 |
|
|
2022
Q1 | $1.46M | Buy |
2,857
+108
| +4% | +$55.1K | 0.13% | 156 |
|
|
2021
Q4 | $1.38M | Buy |
2,749
+182
| +7% | +$91.4K | 0.12% | 175 |
|
|
2021
Q3 | $1M | Sell |
2,567
-66
| -3% | -$25.8K | 0.1% | 234 |
|
|
2021
Q2 | $1.05M | Buy |
+2,633
| New | +$1.05M | 0.11% | 203 |
|
|
2021
Q1 | – | Sell |
-2,496
| Closed | -$875K | – | 395 |
|
|
2020
Q4 | $875K | Buy |
+2,496
| New | +$875K | 0.1% | 196 |
|
|
2020
Q3 | – | Sell |
-2,399
| Closed | -$708K | – | 269 |
|
|
2020
Q2 | $708K | Buy |
+2,399
| New | +$708K | 0.13% | 149 |
|
|
2020
Q1 | – | Sell |
-2,303
| Closed | -$677K | – | 286 |
|
|
2019
Q4 | $677K | Buy |
2,303
+2
| +0.1% | +$588 | 0.12% | 165 |
|
|
2019
Q3 | $500K | Sell |
2,301
-36
| -2% | -$7.82K | 0.1% | 191 |
|
|
2019
Q2 | $570K | Buy |
2,337
+452
| +24% | +$110K | 0.11% | 178 |
|
|
2019
Q1 | $466K | Buy |
1,885
+226
| +14% | +$55.9K | 0.09% | 191 |
|
|
2018
Q4 | $413K | Sell |
1,659
-17
| -1% | -$4.23K | 0.09% | 202 |
|
|
2018
Q3 | $446K | Buy |
+1,676
| New | +$446K | 0.09% | 204 |
|
|
2018
Q2 | – | Sell |
-1,398
| Closed | -$299K | – | 316 |
|
|
2018
Q1 | $299K | Buy |
1,398
+46
| +3% | +$9.84K | 0.07% | 231 |
|
|
2017
Q4 | $298K | Buy |
1,352
+51
| +4% | +$11.2K | 0.07% | 227 |
|
|
2017
Q3 | $255K | Buy |
+1,301
| New | +$255K | 0.06% | 233 |
|
|
2015
Q2 | – | Sell |
-101
| Closed | -$12K | – | 1022 |
|
|
2015
Q1 | $12K | Buy |
+101
| New | +$12K | ﹤0.01% | 654 |
|
|
2014
Q3 | – | Sell |
-38
| Closed | -$3K | – | 983 |
|
|
2014
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 823 |
|
|
2014
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 801 |
|
|
2013
Q4 | $3K | Sell |
38
-120
| -76% | -$9.47K | ﹤0.01% | 738 |
|
|
2013
Q3 | $11K | Buy |
158
+1
| +0.6% | +$70 | 0.01% | 589 |
|
|
2013
Q2 | $10K | Buy |
+157
| New | +$10K | 0.01% | 593 |
|