Rehmann Capital Advisory Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
8,642
+2,897
| +50% | +$904K | 0.16% | 99 |
|
|
2025
Q1 | $3.01M | Sell |
5,745
-11
| -0.2% | -$5.76K | 0.19% | 96 |
|
|
2024
Q4 | $2.91M | Buy |
5,756
+137
| +2% | +$69.3K | 0.18% | 96 |
|
|
2024
Q3 | $3.29M | Sell |
5,619
-102
| -2% | -$59.6K | 0.21% | 89 |
|
|
2024
Q2 | $2.91M | Sell |
5,721
-209
| -4% | -$106K | 0.21% | 92 |
|
|
2024
Q1 | $2.93M | Buy |
5,930
+51
| +0.9% | +$25.2K | 0.22% | 87 |
|
|
2023
Q4 | $3.1M | Sell |
5,879
-33
| -0.6% | -$17.4K | 0.26% | 75 |
|
|
2023
Q3 | $2.98M | Sell |
5,912
-148
| -2% | -$74.6K | 0.28% | 70 |
|
|
2023
Q2 | $2.91M | Sell |
6,060
-108
| -2% | -$51.9K | 0.26% | 75 |
|
|
2023
Q1 | $2.91M | Sell |
6,168
-121
| -2% | -$57.2K | 0.27% | 76 |
|
|
2022
Q4 | $3.33M | Sell |
6,289
-7
| -0.1% | -$3.71K | 0.34% | 61 |
|
|
2022
Q3 | $3.18M | Buy |
6,296
+275
| +5% | +$139K | 0.35% | 54 |
|
|
2022
Q2 | $3.09M | Buy |
6,021
+44
| +0.7% | +$22.6K | 0.34% | 59 |
|
|
2022
Q1 | $3.05M | Sell |
5,977
-28
| -0.5% | -$14.3K | 0.29% | 68 |
|
|
2021
Q4 | $3.02M | Sell |
6,005
-43
| -0.7% | -$21.6K | 0.28% | 67 |
|
|
2021
Q3 | $2.37M | Sell |
6,048
-136
| -2% | -$53.3K | 0.22% | 78 |
|
|
2021
Q2 | $2.49M | Buy |
6,184
+52
| +0.8% | +$21K | 0.24% | 74 |
|
|
2021
Q1 | $2.28M | Buy |
6,132
+269
| +5% | +$100K | 0.23% | 77 |
|
|
2020
Q4 | $2.06M | Sell |
5,863
-130
| -2% | -$45.6K | 0.23% | 80 |
|
|
2020
Q3 | $1.87M | Sell |
5,993
-141
| -2% | -$44K | 0.24% | 82 |
|
|
2020
Q2 | $1.81M | Buy |
6,134
+371
| +6% | +$109K | 0.25% | 79 |
|
|
2020
Q1 | $1.44M | Buy |
+5,763
| New | +$1.44M | 0.23% | 80 |
|
|
2019
Q3 | $1.42M | Buy |
6,525
+108
| +2% | +$23.5K | 0.17% | 63 |
|
|
2019
Q2 | $1.57M | Sell |
6,417
-155
| -2% | -$37.8K | 0.19% | 89 |
|
|
2019
Q1 | $1.63M | Buy |
6,572
+156
| +2% | +$38.6K | 0.22% | 74 |
|
|
2018
Q4 | $1.6M | Sell |
6,416
-66
| -1% | -$16.4K | 0.24% | 49 |
|
|
2018
Q3 | $1.72M | Sell |
6,482
-98
| -1% | -$26.1K | 0.24% | 73 |
|
|
2018
Q2 | $1.61M | Sell |
6,580
-1,012
| -13% | -$248K | 0.23% | 77 |
|
|
2018
Q1 | $1.63M | Buy |
7,592
+146
| +2% | +$31.3K | 0.25% | 76 |
|
|
2017
Q4 | $1.64M | Sell |
7,446
-150
| -2% | -$33.1K | 0.28% | 73 |
|
|
2017
Q3 | $1.49M | Sell |
7,596
-446
| -6% | -$87.4K | 0.27% | 79 |
|
|
2017
Q2 | $1.49M | Sell |
8,042
-112
| -1% | -$20.8K | 0.28% | 73 |
|
|
2017
Q1 | $1.34M | Buy |
8,154
+151
| +2% | +$24.8K | 0.22% | 93 |
|
|
2016
Q4 | $1.28M | Buy |
8,003
+16
| +0.2% | +$2.56K | 0.23% | 89 |
|
|
2016
Q3 | $1.12M | Sell |
7,987
-1,259
| -14% | -$176K | 0.22% | 95 |
|
|
2016
Q2 | $1.31M | Sell |
9,246
-4
| -0% | -$565 | 0.24% | 86 |
|
|
2016
Q1 | $1.19M | Buy |
9,250
+472
| +5% | +$60.8K | 0.23% | 91 |
|
|
2015
Q4 | $1.03M | Buy |
8,778
+217
| +3% | +$25.5K | 0.22% | 91 |
|
|
2015
Q3 | $993K | Buy |
8,561
+1,361
| +19% | +$158K | 0.22% | 88 |
|
|
2015
Q2 | $878K | Sell |
7,200
-364
| -5% | -$44.4K | 0.2% | 98 |
|
|
2015
Q1 | $895K | Buy |
7,564
+628
| +9% | +$74.3K | 0.2% | 98 |
|
|
2014
Q4 | $701K | Buy |
6,936
+1,534
| +28% | +$155K | 0.16% | 122 |
|
|
2014
Q3 | $466K | Sell |
5,402
-19
| -0.4% | -$1.64K | 0.11% | 157 |
|
|
2014
Q2 | $443K | Buy |
5,421
+443
| +9% | +$36.2K | 0.11% | 161 |
|
|
2014
Q1 | $408K | Sell |
4,978
-515
| -9% | -$42.2K | 0.11% | 159 |
|
|
2013
Q4 | $414K | Buy |
5,493
+407
| +8% | +$30.7K | 0.13% | 159 |
|
|
2013
Q3 | $364K | Sell |
5,086
-493
| -9% | -$35.3K | 0.12% | 161 |
|
|
2013
Q2 | $365K | Buy |
+5,579
| New | +$365K | 0.13% | 149 |
|