Saturna 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 | $372K | Sell |
1,191
-585
| -33% | -$183K | 0.01% | 134 |
|
|
2025
Q1 | $930K | Hold |
1,776
| – | – | 0.01% | 102 |
|
|
2024
Q4 | $898K | Buy |
1,776
+170
| +11% | +$86K | 0.01% | 103 |
|
|
2024
Q3 | $939K | Buy |
1,606
+25
| +2% | +$14.6K | 0.01% | 105 |
|
|
2024
Q2 | $805K | Sell |
1,581
-699
| -31% | -$356K | 0.01% | 116 |
|
|
2024
Q1 | $1.13M | Sell |
2,280
-220
| -9% | -$109K | 0.02% | 107 |
|
|
2023
Q4 | $1.32M | Buy |
2,500
+208
| +9% | +$110K | 0.02% | 104 |
|
|
2023
Q3 | $1.16M | Sell |
2,292
-55
| -2% | -$27.7K | 0.02% | 105 |
|
|
2023
Q2 | $1.13M | Buy |
2,347
+128
| +6% | +$61.5K | 0.02% | 103 |
|
|
2023
Q1 | $1.05M | Buy |
2,219
+429
| +24% | +$203K | 0.02% | 105 |
|
|
2022
Q4 | $949K | Sell |
1,790
-235
| -12% | -$125K | 0.02% | 104 |
|
|
2022
Q3 | $1.02M | Buy |
2,025
+45
| +2% | +$22.7K | 0.03% | 103 |
|
|
2022
Q2 | $1.02M | Buy |
1,980
+780
| +65% | +$401K | 0.02% | 99 |
|
|
2022
Q1 | $612K | Hold |
1,200
| – | – | 0.01% | 118 |
|
|
2021
Q4 | $603K | Hold |
1,200
| – | – | 0.01% | 121 |
|
|
2021
Q3 | $469K | Hold |
1,200
| – | – | 0.01% | 134 |
|
|
2021
Q2 | $481K | Hold |
1,200
| – | – | 0.01% | 134 |
|
|
2021
Q1 | $446K | Sell |
1,200
-375
| -24% | -$139K | 0.01% | 132 |
|
|
2020
Q4 | $552K | Hold |
1,575
| – | – | 0.01% | 128 |
|
|
2020
Q3 | $491K | Hold |
1,575
| – | – | 0.01% | 122 |
|
|
2020
Q2 | $465K | Hold |
1,575
| – | – | 0.01% | 126 |
|
|
2020
Q1 | $393K | Sell |
1,575
-4,475
| -74% | -$1.12M | 0.01% | 134 |
|
|
2019
Q4 | $1.78M | Buy |
6,050
+45
| +0.7% | +$13.2K | 0.05% | 92 |
|
|
2019
Q3 | $1.31M | Sell |
6,005
-300
| -5% | -$65.2K | 0.04% | 101 |
|
|
2019
Q2 | $1.54M | Buy |
6,305
+930
| +17% | +$227K | 0.05% | 93 |
|
|
2019
Q1 | $1.33M | Sell |
5,375
-50
| -0.9% | -$12.4K | 0.04% | 94 |
|
|
2018
Q4 | $1.35M | Hold |
5,425
| – | – | 0.05% | 86 |
|
|
2018
Q3 | $1.44M | Sell |
5,425
-100
| -2% | -$26.6K | 0.04% | 90 |
|
|
2018
Q2 | $1.36M | Hold |
5,525
| – | – | 0.04% | 89 |
|
|
2018
Q1 | $1.18M | Sell |
5,525
-430
| -7% | -$92K | 0.04% | 93 |
|
|
2017
Q4 | $1.31M | Hold |
5,955
| – | – | 0.04% | 96 |
|
|
2017
Q3 | $1.17M | Buy |
5,955
+1,575
| +36% | +$308K | 0.04% | 96 |
|
|
2017
Q2 | $812K | Sell |
4,380
-100
| -2% | -$18.5K | 0.03% | 108 |
|
|
2017
Q1 | $735K | Hold |
4,480
| – | – | 0.03% | 111 |
|
|
2016
Q4 | $717K | Hold |
4,480
| – | – | 0.03% | 115 |
|
|
2016
Q3 | $627K | Sell |
4,480
-100
| -2% | -$14K | 0.02% | 121 |
|
|
2016
Q2 | $647K | Sell |
4,580
-75
| -2% | -$10.6K | 0.02% | 119 |
|
|
2016
Q1 | $600K | Hold |
4,655
| – | – | 0.02% | 132 |
|
|
2015
Q4 | $548K | Sell |
4,655
-75
| -2% | -$8.83K | 0.02% | 140 |
|
|
2015
Q3 | $549K | Hold |
4,730
| – | – | 0.02% | 151 |
|
|
2015
Q2 | $577K | Hold |
4,730
| – | – | 0.02% | 157 |
|
|
2015
Q1 | $560K | Hold |
4,730
| – | – | 0.02% | 150 |
|
|
2014
Q4 | $478K | Hold |
4,730
| – | – | 0.01% | 165 |
|
|
2014
Q3 | $408K | Hold |
4,730
| – | – | 0.01% | 200 |
|
|
2014
Q2 | $387K | Hold |
4,730
| – | – | 0.01% | 199 |
|
|
2014
Q1 | $388K | Hold |
4,730
| – | – | 0.01% | 184 |
|
|
2013
Q4 | $356K | Hold |
4,730
| – | – | 0.01% | 200 |
|
|
2013
Q3 | $339K | Hold |
4,730
| – | – | 0.01% | 209 |
|
|
2013
Q2 | $310K | Buy |
+4,730
| New | +$310K | 0.01% | 211 |
|