Relyea Zuckerberg Hanson’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $982K | Sell |
3,629
-6
| -0.2% | -$1.79K | 0.1% | 100 |
|
|
2025
Q4 | $1.2M | Sell |
3,635
-399
| -10% | -$135K | 0.12% | 94 |
|
|
2025
Q3 | $1.39M | Buy |
4,034
+480
| +14% | +$145K | 0.15% | 86 |
|
|
2025
Q2 | $1.11M | Sell |
3,554
-662
| -16% | -$253K | 0.13% | 94 |
|
|
2025
Q1 | $2.21M | Sell |
4,216
-376
| -8% | -$192K | 0.3% | 52 |
|
|
2024
Q4 | $2.32M | Sell |
4,592
-546
| -11% | -$310K | 0.31% | 56 |
|
|
2024
Q3 | $3M | Sell |
5,138
-295
| -5% | -$167K | 0.46% | 37 |
|
|
2024
Q2 | $2.77M | Sell |
5,433
-441
| -8% | -$216K | 0.46% | 33 |
|
|
2024
Q1 | $2.91M | Sell |
5,874
-394
| -6% | -$200K | 0.51% | 35 |
|
|
2023
Q4 | $3.3M | Buy |
6,268
+372
| +6% | +$198K | 0.64% | 28 |
|
|
2023
Q3 | $2.97M | Sell |
5,896
-98
| -2% | -$48.2K | 0.68% | 29 |
|
|
2023
Q2 | $2.88M | Buy |
5,994
+4,064
| +211% | +$1.99M | 0.65% | 26 |
|
|
2023
Q1 | $912K | Buy |
1,930
+129
| +7% | +$62.3K | 0.22% | 68 |
|
|
2022
Q4 | $955K | Buy |
1,801
+418
| +30% | +$221K | 0.27% | 58 |
|
|
2022
Q3 | $699K | Buy |
1,383
+183
| +15% | +$96.2K | 0.25% | 63 |
|
|
2022
Q2 | $616K | Sell |
1,200
-62
| -5% | -$31.1K | 0.23% | 66 |
|
|
2022
Q1 | $678K | Buy |
1,262
+72
| +6% | +$34.7K | 0.22% | 69 |
|
|
2021
Q4 | $549K | Buy |
1,190
+248
| +26% | +$112K | 0.2% | 84 |
|
|
2021
Q3 | $368K | Buy |
942
+246
| +35% | +$102K | 0.14% | 102 |
|
|
2021
Q2 | $279K | Buy |
696
+77
| +12% | +$30.7K | 0.11% | 106 |
|
|
2021
Q1 | $244K | Buy |
619
+26
| +4% | +$9.01K | 0.11% | 115 |
|
|
2020
Q4 | $208K | Buy |
+593
| New | +$199K | 0.11% | 115 |
|
Other funds holding UNH
VCM
VPM
