Roundview Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.96M | Sell |
15,889
-3,445
| -18% | -$1.07M | 0.33% | 69 |
|
|
2025
Q1 | $10.1M | Sell |
19,334
-4,105
| -18% | -$2.15M | 0.73% | 30 |
|
|
2024
Q4 | $11.9M | Sell |
23,439
-1,240
| -5% | -$627K | 0.83% | 25 |
|
|
2024
Q3 | $14.4M | Sell |
24,679
-106
| -0.4% | -$62K | 1.05% | 19 |
|
|
2024
Q2 | $12.6M | Sell |
24,785
-2,625
| -10% | -$1.34M | 0.99% | 19 |
|
|
2024
Q1 | $13.6M | Buy |
27,410
+1,161
| +4% | +$574K | 1.11% | 17 |
|
|
2023
Q4 | $13.8M | Buy |
26,249
+235
| +0.9% | +$124K | 1.27% | 14 |
|
|
2023
Q3 | $13.1M | Buy |
26,014
+985
| +4% | +$497K | 1.32% | 13 |
|
|
2023
Q2 | $12M | Buy |
25,029
+2,701
| +12% | +$1.3M | 1.17% | 17 |
|
|
2023
Q1 | $10.6M | Buy |
22,328
+514
| +2% | +$243K | 1.1% | 16 |
|
|
2022
Q4 | $11.6M | Buy |
21,814
+457
| +2% | +$242K | 1.32% | 12 |
|
|
2022
Q3 | $10.8M | Buy |
21,357
+271
| +1% | +$137K | 1.36% | 12 |
|
|
2022
Q2 | $10.8M | Sell |
21,086
-126
| -0.6% | -$64.7K | 1.3% | 12 |
|
|
2022
Q1 | $10.8M | Buy |
21,212
+434
| +2% | +$221K | 1.11% | 15 |
|
|
2021
Q4 | $10.4M | Buy |
20,778
+1,133
| +6% | +$569K | 1.04% | 21 |
|
|
2021
Q3 | $7.68M | Buy |
19,645
+1,870
| +11% | +$731K | 0.85% | 24 |
|
|
2021
Q2 | $7.12M | Buy |
17,775
+1,187
| +7% | +$475K | 0.79% | 25 |
|
|
2021
Q1 | $6.17M | Buy |
16,588
+168
| +1% | +$62.5K | 0.78% | 27 |
|
|
2020
Q4 | $5.76M | Buy |
16,420
+663
| +4% | +$232K | 0.79% | 30 |
|
|
2020
Q3 | $4.91M | Sell |
15,757
-88
| -0.6% | -$27.4K | 0.77% | 29 |
|
|
2020
Q2 | $4.67M | Buy |
15,845
+504
| +3% | +$149K | 0.79% | 28 |
|
|
2020
Q1 | $3.83M | Buy |
15,341
+2,180
| +17% | +$544K | 0.81% | 30 |
|
|
2019
Q4 | $3.87M | Buy |
13,161
+1,230
| +10% | +$362K | 0.74% | 31 |
|
|
2019
Q3 | $2.59M | Buy |
11,931
+325
| +3% | +$70.6K | 0.56% | 51 |
|
|
2019
Q2 | $2.83M | Buy |
11,606
+580
| +5% | +$142K | 0.64% | 41 |
|
|
2019
Q1 | $2.73M | Buy |
11,026
+9
| +0.1% | +$2.23K | 0.65% | 47 |
|
|
2018
Q4 | $2.75M | Buy |
11,017
+145
| +1% | +$36.1K | 0.77% | 35 |
|
|
2018
Q3 | $2.89M | Buy |
10,872
+10
| +0.1% | +$2.66K | 0.71% | 36 |
|
|
2018
Q2 | $2.67M | Buy |
10,862
+70
| +0.6% | +$17.2K | 0.7% | 37 |
|
|
2018
Q1 | $2.31M | Sell |
10,792
-550
| -5% | -$118K | 0.65% | 45 |
|
|
2017
Q4 | $2.5M | Buy |
11,342
+116
| +1% | +$25.6K | 0.65% | 45 |
|
|
2017
Q3 | $2.2M | Sell |
11,226
-341
| -3% | -$66.8K | 0.63% | 47 |
|
|
2017
Q2 | $2.15M | Buy |
11,567
+14
| +0.1% | +$2.6K | 0.63% | 51 |
|
|
2017
Q1 | $1.9M | Sell |
11,553
-131
| -1% | -$21.5K | 0.59% | 58 |
|
|
2016
Q4 | $1.87M | Buy |
11,684
+540
| +5% | +$86.4K | 0.6% | 51 |
|
|
2016
Q3 | $1.56M | Sell |
11,144
-365
| -3% | -$51.1K | 0.55% | 54 |
|
|
2016
Q2 | $1.63M | Hold |
11,509
| – | – | 0.6% | 55 |
|
|
2016
Q1 | $1.48M | Sell |
11,509
-250
| -2% | -$32.2K | 0.55% | 58 |
|
|
2015
Q4 | $1.38M | Buy |
11,759
+1,294
| +12% | +$152K | 0.55% | 58 |
|
|
2015
Q3 | $1.21M | Buy |
10,465
+30
| +0.3% | +$3.48K | 0.52% | 59 |
|
|
2015
Q2 | $1.27M | Sell |
10,435
-545
| -5% | -$66.5K | 0.48% | 66 |
|
|
2015
Q1 | $1.3M | Hold |
10,980
| – | – | 0.51% | 62 |
|
|
2014
Q4 | $1.11M | Sell |
10,980
-80
| -0.7% | -$8.09K | 0.46% | 71 |
|
|
2014
Q3 | $954K | Hold |
11,060
| – | – | 0.43% | 69 |
|
|
2014
Q2 | $904K | Buy |
11,060
+1,040
| +10% | +$85K | 0.37% | 89 |
|
|
2014
Q1 | $822K | Hold |
10,020
| – | – | 0.4% | 77 |
|
|
2013
Q4 | $755K | Sell |
10,020
-300
| -3% | -$22.6K | 0.35% | 86 |
|
|
2013
Q3 | $739K | Hold |
10,320
| – | – | 0.38% | 80 |
|
|
2013
Q2 | $676K | Buy |
+10,320
| New | +$676K | 0.42% | 74 |
|