Samalin Investment Counsel’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
4,083
+2,263
| +124% | +$706K | 0.49% | 46 |
|
|
2025
Q1 | $953K | Buy |
1,820
+110
| +6% | +$57.6K | 0.39% | 68 |
|
|
2024
Q4 | $865K | Sell |
1,710
-1,402
| -45% | -$709K | 0.37% | 75 |
|
|
2024
Q3 | $1.82M | Sell |
3,112
-56
| -2% | -$32.7K | 0.79% | 27 |
|
|
2024
Q2 | $1.61M | Buy |
3,168
+266
| +9% | +$135K | 0.75% | 27 |
|
|
2024
Q1 | $1.44M | Sell |
2,902
-155
| -5% | -$76.7K | 0.68% | 32 |
|
|
2023
Q4 | $1.61M | Sell |
3,057
-8
| -0.3% | -$4.21K | 0.81% | 27 |
|
|
2023
Q3 | $1.55M | Sell |
3,065
-20
| -0.6% | -$10.1K | 0.89% | 26 |
|
|
2023
Q2 | $1.48M | Buy |
3,085
+190
| +7% | +$91.3K | 0.8% | 31 |
|
|
2023
Q1 | $1.37M | Sell |
2,895
-24
| -0.8% | -$11.3K | 0.83% | 31 |
|
|
2022
Q4 | $1.55M | Buy |
2,919
+52
| +2% | +$27.6K | 0.98% | 22 |
|
|
2022
Q3 | $1.45M | Sell |
2,867
-113
| -4% | -$57.1K | 1.06% | 18 |
|
|
2022
Q2 | $1.53M | Buy |
2,980
+1,229
| +70% | +$631K | 1.08% | 19 |
|
|
2022
Q1 | $893K | Buy |
1,751
+369
| +27% | +$188K | 0.54% | 49 |
|
|
2021
Q4 | $694K | Buy |
1,382
+18
| +1% | +$9.04K | 0.42% | 64 |
|
|
2021
Q3 | $533K | Buy |
1,364
+13
| +1% | +$5.08K | 0.35% | 90 |
|
|
2021
Q2 | $541K | Sell |
1,351
-15
| -1% | -$6.01K | 0.35% | 90 |
|
|
2021
Q1 | $508K | Sell |
1,366
-29
| -2% | -$10.8K | 0.34% | 100 |
|
|
2020
Q4 | $489K | Sell |
1,395
-48
| -3% | -$16.8K | 0.37% | 83 |
|
|
2020
Q3 | $450K | Sell |
1,443
-74
| -5% | -$23.1K | 0.4% | 77 |
|
|
2020
Q2 | $447K | Sell |
1,517
-154
| -9% | -$45.4K | 0.47% | 64 |
|
|
2020
Q1 | $416K | Sell |
1,671
-100
| -6% | -$24.9K | 0.56% | 52 |
|
|
2019
Q4 | $520K | Buy |
+1,771
| New | +$520K | 0.44% | 56 |
|