Sargent Investment 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 | $609K | Sell |
2,478
-3,377
| -58% | -$830K | 0.08% | 140 |
|
|
2025
Q1 | $3.07M | Sell |
5,855
-652
| -10% | -$341K | 0.49% | 44 |
|
|
2024
Q4 | $3.52M | Buy |
6,507
+1,772
| +37% | +$959K | 0.58% | 36 |
|
|
2024
Q3 | $2.77M | Buy |
4,735
+867
| +22% | +$507K | 0.5% | 43 |
|
|
2024
Q2 | $1.97M | Buy |
3,868
+942
| +32% | +$480K | 0.4% | 53 |
|
|
2024
Q1 | $1.45M | Buy |
2,926
+69
| +2% | +$34.1K | 0.32% | 67 |
|
|
2023
Q4 | $1.5M | Buy |
2,857
+271
| +10% | +$143K | 0.33% | 62 |
|
|
2023
Q3 | $1.3M | Sell |
2,586
-7
| -0.3% | -$3.53K | 0.31% | 65 |
|
|
2023
Q2 | $1.25M | Buy |
2,593
+289
| +13% | +$139K | 0.3% | 67 |
|
|
2023
Q1 | $1.14M | Buy |
2,304
+61
| +3% | +$30.1K | 0.3% | 73 |
|
|
2022
Q4 | $1.19M | Buy |
2,243
+16
| +0.7% | +$8.48K | 0.37% | 68 |
|
|
2022
Q3 | $1.16M | Buy |
2,227
+37
| +2% | +$19.2K | 0.36% | 65 |
|
|
2022
Q2 | $1.13M | Hold |
2,190
| – | – | 0.35% | 62 |
|
|
2022
Q1 | $1.12M | Sell |
2,190
-3
| -0.1% | -$1.53K | 0.28% | 63 |
|
|
2021
Q4 | $1.1M | Hold |
2,193
| – | – | 0.25% | 64 |
|
|
2021
Q3 | $857K | Buy |
2,193
+33
| +2% | +$12.9K | 0.21% | 79 |
|
|
2021
Q2 | $865K | Sell |
2,160
-8
| -0.4% | -$3.2K | 0.21% | 77 |
|
|
2021
Q1 | $807K | Sell |
2,168
-50
| -2% | -$18.6K | 0.21% | 81 |
|
|
2020
Q4 | $778K | Sell |
2,218
-755
| -25% | -$265K | 0.25% | 74 |
|
|
2020
Q3 | $927K | Sell |
2,973
-20
| -0.7% | -$6.24K | 0.34% | 60 |
|
|
2020
Q2 | $891K | Hold |
2,993
| – | – | 0.33% | 56 |
|
|
2020
Q1 | $746K | Buy |
2,993
+111
| +4% | +$27.7K | 0.34% | 56 |
|
|
2019
Q4 | $847K | Buy |
2,882
+54
| +2% | +$15.9K | 0.31% | 64 |
|
|
2019
Q3 | $615K | Buy |
2,828
+1,003
| +55% | +$218K | 0.28% | 76 |
|
|
2019
Q2 | $445K | Hold |
1,825
| – | – | 0.2% | 91 |
|
|
2019
Q1 | $451K | Hold |
1,825
| – | – | 0.22% | 84 |
|
|
2018
Q4 | $455K | Buy |
+1,825
| New | +$455K | 0.28% | 69 |
|