SC
Scotia Capital’s UnitedHealth UNH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $52.5M | Sell |
168,420
-291,607
| -63% | -$91M | 0.25% | 72 |
|
2025
Q1 | $241M | Sell |
460,027
-10,909
| -2% | -$5.71M | 1.29% | 23 |
|
2024
Q4 | $238M | Buy |
470,936
+45,328
| +11% | +$22.9M | 1.26% | 24 |
|
2024
Q3 | $249M | Sell |
425,608
-1,100
| -0.3% | -$643K | 1.33% | 23 |
|
2024
Q2 | $217M | Buy |
426,708
+3,041
| +0.7% | +$1.55M | 1.27% | 25 |
|
2024
Q1 | $210M | Buy |
423,667
+32,856
| +8% | +$16.3M | 1.25% | 25 |
|
2023
Q4 | $206M | Sell |
390,811
-5,157
| -1% | -$2.71M | 1.33% | 22 |
|
2023
Q3 | $200M | Buy |
395,968
+7,855
| +2% | +$3.96M | 1.44% | 21 |
|
2023
Q2 | $187M | Buy |
388,113
+46,098
| +13% | +$22.2M | 1.28% | 23 |
|
2023
Q1 | $162M | Buy |
342,015
+21,264
| +7% | +$10M | 1.18% | 24 |
|
2022
Q4 | $170M | Sell |
320,751
-9,137
| -3% | -$4.84M | 1.31% | 19 |
|
2022
Q3 | $167M | Buy |
329,888
+4,316
| +1% | +$2.18M | 1.35% | 19 |
|
2022
Q2 | $167M | Buy |
325,572
+10,695
| +3% | +$5.49M | 1.24% | 23 |
|
2022
Q1 | $161M | Buy |
314,877
+22,417
| +8% | +$11.4M | 1.02% | 28 |
|
2021
Q4 | $147M | Buy |
292,460
+11,512
| +4% | +$5.78M | 0.96% | 26 |
|
2021
Q3 | $110M | Buy |
280,948
+23,991
| +9% | +$9.37M | 0.8% | 32 |
|
2021
Q2 | $103M | Buy |
256,957
+18,809
| +8% | +$7.53M | 0.75% | 34 |
|
2021
Q1 | $88.6M | Buy |
238,148
+6,415
| +3% | +$2.39M | 0.72% | 36 |
|
2020
Q4 | $81.3M | Buy |
231,733
+10,317
| +5% | +$3.62M | 0.75% | 35 |
|
2020
Q3 | $69M | Buy |
221,416
+11,221
| +5% | +$3.5M | 0.75% | 33 |
|
2020
Q2 | $62.1M | Buy |
210,195
+14,045
| +7% | +$4.15M | 0.87% | 31 |
|
2020
Q1 | $48.9M | Buy |
196,150
+37,290
| +23% | +$9.3M | 0.68% | 35 |
|
2019
Q4 | $46.7M | Buy |
158,860
+23,235
| +17% | +$6.83M | 0.52% | 43 |
|
2019
Q3 | $29.5M | Buy |
135,625
+19,645
| +17% | +$4.27M | 0.35% | 59 |
|
2019
Q2 | $28.3M | Buy |
115,980
+10,501
| +10% | +$2.56M | 0.34% | 56 |
|
2019
Q1 | $26.1M | Buy |
105,479
+18,686
| +22% | +$4.62M | 0.34% | 59 |
|
2018
Q4 | $21.6M | Buy |
86,793
+2,088
| +2% | +$520K | 0.32% | 61 |
|
2018
Q3 | $22.5M | Buy |
84,705
+23,470
| +38% | +$6.24M | 0.29% | 65 |
|
2018
Q2 | $13M | Buy |
61,235
+1,465
| +2% | +$311K | 0.18% | 88 |
|
2018
Q1 | $12.8M | Buy |
59,770
+5,059
| +9% | +$1.08M | 0.18% | 89 |
|
2017
Q4 | $12.1M | Buy |
54,711
+1,546
| +3% | +$341K | 0.16% | 94 |
|
2017
Q3 | $10.4M | Buy |
53,165
+4,229
| +9% | +$828K | 0.15% | 96 |
|
2017
Q2 | $9.07M | Sell |
48,936
-2,481
| -5% | -$460K | 0.15% | 94 |
|
2017
Q1 | $8.44M | Buy |
51,417
+3,134
| +6% | +$515K | 0.14% | 99 |
|
2016
Q4 | $7.73M | Buy |
48,283
+5,451
| +13% | +$873K | 0.12% | 107 |
|
2016
Q3 | $5.96M | Buy |
42,832
+16,902
| +65% | +$2.35M | 0.11% | 122 |
|
2016
Q2 | $3.66M | Buy |
25,930
+6,638
| +34% | +$938K | 0.07% | 153 |
|
2016
Q1 | $2.49M | Sell |
19,292
-16,173
| -46% | -$2.09M | 0.05% | 181 |
|
2015
Q4 | $4.06M | Hold |
35,465
| – | – | 0.09% | 133 |
|
2015
Q3 | $4.11M | Buy |
35,465
+18,341
| +107% | +$2.13M | 0.09% | 129 |
|
2015
Q2 | $2.07M | Buy |
17,124
+8,260
| +93% | +$998K | 0.04% | 215 |
|
2015
Q1 | $1.05M | Buy |
8,864
+5,186
| +141% | +$614K | 0.03% | 302 |
|
2014
Q4 | $372K | Sell |
3,678
-7,348
| -67% | -$743K | 0.01% | 467 |
|
2014
Q3 | $951K | Buy |
11,026
+904
| +9% | +$78K | 0.02% | 312 |
|
2014
Q2 | $828K | Sell |
10,122
-11,590
| -53% | -$948K | 0.02% | 329 |
|
2014
Q1 | $1.78M | Buy |
+21,712
| New | +$1.78M | 0.04% | 211 |
|
2013
Q4 | – | Sell |
-3,150
| Closed | -$226K | – | 563 |
|
2013
Q3 | $226K | Buy |
+3,150
| New | +$226K | 0.01% | 444 |
|