Salem Investment Counselors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.06M | Sell |
16,233
-19,960
| -55% | -$6.23M | 0.16% | 89 |
|
|
2025
Q1 | $19M | Sell |
36,193
-2,345
| -6% | -$1.23M | 0.66% | 32 |
|
|
2024
Q4 | $19.5M | Buy |
38,538
+727
| +2% | +$368K | 0.64% | 32 |
|
|
2024
Q3 | $22.1M | Sell |
37,811
-1,780
| -4% | -$1.04M | 0.67% | 29 |
|
|
2024
Q2 | $20.2M | Buy |
39,591
+889
| +2% | +$453K | 0.65% | 31 |
|
|
2024
Q1 | $19.1M | Buy |
38,702
+2,796
| +8% | +$1.38M | 0.63% | 31 |
|
|
2023
Q4 | $18.9M | Buy |
35,906
+1,532
| +4% | +$807K | 0.65% | 27 |
|
|
2023
Q3 | $17.3M | Buy |
34,374
+3,152
| +10% | +$1.59M | 0.66% | 25 |
|
|
2023
Q2 | $15M | Buy |
31,222
+942
| +3% | +$453K | 0.54% | 30 |
|
|
2023
Q1 | $14.3M | Sell |
30,280
-373
| -1% | -$176K | 0.57% | 29 |
|
|
2022
Q4 | $16.3M | Sell |
30,653
-3,581
| -10% | -$1.9M | 0.7% | 28 |
|
|
2022
Q3 | $17.3M | Buy |
34,234
+772
| +2% | +$390K | 0.79% | 23 |
|
|
2022
Q2 | $17.2M | Buy |
33,462
+18,954
| +131% | +$9.74M | 0.78% | 24 |
|
|
2022
Q1 | $7.4M | Buy |
14,508
+4,313
| +42% | +$2.2M | 0.29% | 55 |
|
|
2021
Q4 | $5.12M | Buy |
10,195
+2,827
| +38% | +$1.42M | 0.18% | 82 |
|
|
2021
Q3 | $2.88M | Sell |
7,368
-50
| -0.7% | -$19.5K | 0.16% | 111 |
|
|
2021
Q2 | $2.97M | Buy |
7,418
+526
| +8% | +$211K | 0.16% | 110 |
|
|
2021
Q1 | $2.56M | Buy |
6,892
+868
| +14% | +$323K | 0.16% | 109 |
|
|
2020
Q4 | $2.11M | Buy |
6,024
+424
| +8% | +$149K | 0.14% | 116 |
|
|
2020
Q3 | $1.75M | Buy |
5,600
+208
| +4% | +$64.9K | 0.13% | 116 |
|
|
2020
Q2 | $1.59M | Buy |
5,392
+7
| +0.1% | +$2.06K | 0.13% | 117 |
|
|
2020
Q1 | $1.34M | Buy |
5,385
+1,560
| +41% | +$389K | 0.14% | 113 |
|
|
2019
Q4 | $1.12M | Buy |
3,825
+953
| +33% | +$280K | 0.09% | 140 |
|
|
2019
Q3 | $624K | Hold |
2,872
| – | – | 0.06% | 161 |
|
|
2019
Q2 | $701K | Buy |
2,872
+394
| +16% | +$96.2K | 0.06% | 159 |
|
|
2019
Q1 | $659K | Buy |
2,478
+9
| +0.4% | +$2.39K | 0.07% | 144 |
|
|
2018
Q4 | $615K | Sell |
2,469
-9
| -0.4% | -$2.24K | 0.08% | 129 |
|
|
2018
Q3 | $659K | Buy |
2,478
+9
| +0.4% | +$2.39K | 0.07% | 144 |
|
|
2018
Q2 | $606K | Hold |
2,469
| – | – | 0.06% | 145 |
|
|
2018
Q1 | $547K | Hold |
2,469
| – | – | 0.06% | 151 |
|
|
2017
Q4 | $544K | Buy |
2,469
+55
| +2% | +$12.1K | 0.06% | 153 |
|
|
2017
Q3 | $478K | Hold |
2,414
| – | – | 0.06% | 160 |
|
|
2017
Q2 | $448K | Buy |
+2,414
| New | +$448K | 0.05% | 173 |
|
|
2017
Q1 | – | Sell |
-2,314
| Closed | -$370K | – | 676 |
|
|
2016
Q4 | $370K | Sell |
2,314
-51
| -2% | -$8.16K | 0.04% | 200 |
|
|
2016
Q3 | $3.31K | Buy |
2,365
+90
| +4% | +$126 | 0.04% | 185 |
|
|
2016
Q2 | $321K | Hold |
2,275
| – | – | 0.04% | 214 |
|
|
2016
Q1 | $293K | Hold |
2,275
| – | – | 0.04% | 215 |
|
|
2015
Q4 | $268K | Sell |
2,275
-44
| -2% | -$5.18K | 0.03% | 223 |
|
|
2015
Q3 | $267K | Buy |
2,319
+250
| +12% | +$28.8K | 0.03% | 227 |
|
|
2015
Q2 | $252K | Sell |
2,069
-250
| -11% | -$30.4K | 0.03% | 245 |
|
|
2015
Q1 | $274K | Sell |
2,319
-60
| -3% | -$7.09K | 0.03% | 244 |
|
|
2014
Q4 | $240K | Sell |
2,379
-52
| -2% | -$5.25K | 0.03% | 244 |
|
|
2014
Q3 | $210K | Sell |
2,431
-1,350
| -36% | -$117K | 0.03% | 266 |
|
|
2014
Q2 | $309K | Buy |
3,781
+60
| +2% | +$4.9K | 0.04% | 236 |
|
|
2014
Q1 | $305K | Hold |
3,721
| – | – | 0.04% | 241 |
|
|
2013
Q4 | $280K | Hold |
3,721
| – | – | 0.04% | 233 |
|
|
2013
Q3 | $266K | Hold |
3,721
| – | – | 0.04% | 236 |
|
|
2013
Q2 | $244K | Buy |
+3,721
| New | +$244K | 0.04% | 240 |
|