SC
UNH icon

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