Secure Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $541K | Sell |
2,001
-39
| -2% | -$11.6K | 0.09% | 174 |
|
|
2025
Q4 | $674K | Buy |
2,040
+32
| +2% | +$10.8K | 0.11% | 159 |
|
|
2025
Q3 | $699K | Sell |
2,008
-768
| -28% | -$232K | 0.12% | 152 |
|
|
2025
Q2 | $866K | Sell |
2,776
-3,322
| -54% | -$1.27M | 0.16% | 138 |
|
|
2025
Q1 | $3.19M | Buy |
6,098
+1,439
| +31% | +$736K | 0.64% | 38 |
|
|
2024
Q4 | $2.36M | Buy |
4,659
+462
| +11% | +$263K | 0.36% | 65 |
|
|
2024
Q3 | $2.45M | Buy |
4,197
+124
| +3% | +$70.1K | 0.41% | 52 |
|
|
2024
Q2 | $2.07M | Buy |
4,073
+2,289
| +128% | +$1.12M | 0.39% | 55 |
|
|
2024
Q1 | $883K | Sell |
1,784
-634
| -26% | -$322K | 0.21% | 107 |
|
|
2023
Q4 | $1.27M | Sell |
2,418
-38
| -2% | -$20.3K | 0.34% | 72 |
|
|
2023
Q3 | $1.24M | Buy |
2,456
+19
| +0.8% | +$9.35K | 0.37% | 61 |
|
|
2023
Q2 | $1.17M | Buy |
2,437
+119
| +5% | +$58.2K | 0.36% | 68 |
|
|
2023
Q1 | $1.1M | Buy |
2,318
+146
| +7% | +$70.5K | 0.37% | 70 |
|
|
2022
Q4 | $1.15M | Buy |
2,172
+63
| +3% | +$33.4K | 0.41% | 69 |
|
|
2022
Q3 | $1.06M | Buy |
2,109
+37
| +2% | +$19.5K | 0.6% | 29 |
|
|
2022
Q2 | $1.06M | Sell |
2,072
-181
| -8% | -$90.9K | 0.59% | 29 |
|
|
2022
Q1 | $1.15M | Buy |
2,253
+354
| +19% | +$171K | 0.52% | 34 |
|
|
2021
Q4 | $954K | Sell |
1,899
-29
| -2% | -$13.1K | 0.39% | 45 |
|
|
2021
Q3 | $753K | Buy |
1,928
+151
| +8% | +$62.5K | 0.37% | 46 |
|
|
2021
Q2 | $712K | Buy |
1,777
+261
| +17% | +$104K | 0.36% | 47 |
|
|
2021
Q1 | $564K | Buy |
1,516
+4
| +0.3% | +$1.39K | 0.31% | 66 |
|
|
2020
Q4 | $530K | Sell |
1,512
-153
| -9% | -$51.3K | 0.31% | 65 |
|
|
2020
Q3 | $519K | Sell |
1,665
-194
| -10% | -$59.6K | 0.36% | 62 |
|
|
2020
Q2 | $548K | Buy |
1,859
+278
| +18% | +$79.7K | 0.39% | 73 |
|
|
2020
Q1 | $394K | Sell |
1,581
-618
| -28% | -$170K | 0.42% | 59 |
|
|
2019
Q4 | $646K | Buy |
+2,199
| New | +$575K | 0.46% | 57 |
|
Other funds holding UNH
VCM
VPM
