Savant 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 | $7.72M | Sell |
24,747
-2,212
| -8% | -$690K | 0.05% | 215 |
|
|
2025
Q1 | $14.1M | Buy |
26,959
+5,093
| +23% | +$2.67M | 0.1% | 129 |
|
|
2024
Q4 | $11.1M | Buy |
21,866
+910
| +4% | +$460K | 0.09% | 147 |
|
|
2024
Q3 | $12.3M | Buy |
20,956
+4,904
| +31% | +$2.87M | 0.1% | 131 |
|
|
2024
Q2 | $8.17M | Sell |
16,052
-1,208
| -7% | -$615K | 0.08% | 158 |
|
|
2024
Q1 | $8.54M | Sell |
17,260
-188
| -1% | -$93K | 0.1% | 138 |
|
|
2023
Q4 | $9.19M | Buy |
17,448
+1,099
| +7% | +$579K | 0.12% | 124 |
|
|
2023
Q3 | $8.24M | Sell |
16,349
-521
| -3% | -$263K | 0.12% | 125 |
|
|
2023
Q2 | $8.11M | Buy |
16,870
+4,745
| +39% | +$2.28M | 0.13% | 120 |
|
|
2023
Q1 | $5.73M | Buy |
12,125
+1,501
| +14% | +$709K | 0.11% | 131 |
|
|
2022
Q4 | $5.62M | Buy |
10,624
+96
| +0.9% | +$50.8K | 0.14% | 88 |
|
|
2022
Q3 | $5.32M | Sell |
10,528
-202
| -2% | -$102K | 0.17% | 79 |
|
|
2022
Q2 | $5.51M | Buy |
10,730
+828
| +8% | +$425K | 0.17% | 74 |
|
|
2022
Q1 | $5.05M | Buy |
9,902
+297
| +3% | +$151K | 0.17% | 75 |
|
|
2021
Q4 | $4.82M | Buy |
9,605
+490
| +5% | +$246K | 0.16% | 76 |
|
|
2021
Q3 | $3.56M | Buy |
9,115
+460
| +5% | +$180K | 0.13% | 89 |
|
|
2021
Q2 | $3.47M | Buy |
8,655
+41
| +0.5% | +$16.4K | 0.14% | 82 |
|
|
2021
Q1 | $3.21M | Buy |
8,614
+145
| +2% | +$54K | 0.17% | 80 |
|
|
2020
Q4 | $2.97M | Buy |
8,469
+87
| +1% | +$30.5K | 0.17% | 82 |
|
|
2020
Q3 | $2.61M | Sell |
8,382
-65
| -0.8% | -$20.3K | 0.18% | 85 |
|
|
2020
Q2 | $2.49M | Buy |
8,447
+250
| +3% | +$73.7K | 0.19% | 91 |
|
|
2020
Q1 | $2.04M | Buy |
8,197
+2,937
| +56% | +$732K | 0.19% | 99 |
|
|
2019
Q4 | $1.55M | Buy |
5,260
+292
| +6% | +$85.8K | 0.19% | 106 |
|
|
2019
Q3 | $1.08M | Sell |
4,968
-65
| -1% | -$14.1K | 0.15% | 113 |
|
|
2019
Q2 | $1.23M | Buy |
5,033
+11
| +0.2% | +$2.68K | 0.17% | 105 |
|
|
2019
Q1 | $1.24M | Sell |
5,022
-7
| -0.1% | -$1.73K | 0.23% | 85 |
|
|
2018
Q4 | $1.25M | Sell |
5,029
-38
| -0.7% | -$9.47K | 0.26% | 78 |
|
|
2018
Q3 | $1.35M | Sell |
5,067
-46
| -0.9% | -$12.2K | 0.24% | 80 |
|
|
2018
Q2 | $1.25M | Buy |
5,113
+47
| +0.9% | +$11.5K | 0.27% | 69 |
|
|
2018
Q1 | $1.08M | Buy |
5,066
+60
| +1% | +$12.8K | 0.23% | 78 |
|
|
2017
Q4 | $1.1M | Sell |
5,006
-37
| -0.7% | -$8.16K | 0.23% | 80 |
|
|
2017
Q3 | $988K | Buy |
5,043
+117
| +2% | +$22.9K | 0.22% | 77 |
|
|
2017
Q2 | $913K | Sell |
4,926
-48
| -1% | -$8.9K | 0.22% | 76 |
|
|
2017
Q1 | $816K | Buy |
4,974
+294
| +6% | +$48.2K | 0.2% | 77 |
|
|
2016
Q4 | $749K | Buy |
4,680
+475
| +11% | +$76K | 0.2% | 81 |
|
|
2016
Q3 | $589K | Sell |
4,205
-80
| -2% | -$11.2K | 0.16% | 107 |
|
|
2016
Q2 | $605K | Buy |
4,285
+853
| +25% | +$120K | 0.17% | 102 |
|
|
2016
Q1 | $442K | Sell |
3,432
-60
| -2% | -$7.73K | 0.13% | 125 |
|
|
2015
Q4 | $411K | Sell |
3,492
-677
| -16% | -$79.7K | 0.13% | 127 |
|
|
2015
Q3 | $484K | Buy |
4,169
+487
| +13% | +$56.5K | 0.17% | 98 |
|
|
2015
Q2 | $449K | Hold |
3,682
| – | – | 0.15% | 116 |
|
|
2015
Q1 | $436K | Hold |
3,682
| – | – | 0.15% | 113 |
|
|
2014
Q4 | $372K | Buy |
3,682
+232
| +7% | +$23.4K | 0.14% | 125 |
|
|
2014
Q3 | $298K | Hold |
3,450
| – | – | 0.13% | 140 |
|
|
2014
Q2 | $282K | Hold |
3,450
| – | – | 0.12% | 140 |
|
|
2014
Q1 | $283K | Buy |
3,450
+78
| +2% | +$6.4K | 0.13% | 131 |
|
|
2013
Q4 | $254K | Sell |
3,372
-83
| -2% | -$6.25K | 0.12% | 133 |
|
|
2013
Q3 | $247K | Buy |
3,455
+60
| +2% | +$4.29K | 0.13% | 127 |
|
|
2013
Q2 | $222K | Buy |
+3,395
| New | +$222K | 0.13% | 137 |
|