Sentry Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
4,170
+1,157
| +38% | +$356K | 0.71% | 20 |
|
|
2025
Q1 | $1.58M | Buy |
3,013
+30
| +1% | +$15.7K | 1.07% | 13 |
|
|
2024
Q4 | $1.51M | Sell |
2,983
-2,184
| -42% | -$1.1M | 0.72% | 21 |
|
|
2024
Q3 | $3.02M | Buy |
5,167
+453
| +10% | +$265K | 1.27% | 10 |
|
|
2024
Q2 | $2.4M | Sell |
4,714
-965
| -17% | -$492K | 1.07% | 15 |
|
|
2024
Q1 | $2.81M | Hold |
5,679
| – | – | 1.09% | 12 |
|
|
2023
Q4 | $2.99M | Buy |
5,679
+300
| +6% | +$158K | 1.28% | 10 |
|
|
2023
Q3 | $2.71M | Sell |
5,379
-1,091
| -17% | -$550K | 1.3% | 11 |
|
|
2023
Q2 | $3.11M | Buy |
6,470
+9
| +0.1% | +$4.33K | 1.17% | 11 |
|
|
2023
Q1 | $3.05M | Sell |
6,461
-514
| -7% | -$243K | 1.26% | 11 |
|
|
2022
Q4 | $3.7M | Buy |
6,975
+456
| +7% | +$242K | 1.63% | 6 |
|
|
2022
Q3 | $3.29M | Hold |
6,519
| – | – | 1.56% | 8 |
|
|
2022
Q2 | $3.35M | Sell |
6,519
-1,167
| -15% | -$599K | 1.51% | 9 |
|
|
2022
Q1 | $3.92M | Sell |
7,686
-1,181
| -13% | -$602K | 1.25% | 10 |
|
|
2021
Q4 | $4.45M | Hold |
8,867
| – | – | 1.17% | 11 |
|
|
2021
Q3 | $3.47M | Sell |
8,867
-1,232
| -12% | -$481K | 1.01% | 13 |
|
|
2021
Q2 | $4.04M | Buy |
10,099
+971
| +11% | +$389K | 1.03% | 11 |
|
|
2021
Q1 | $3.4M | Sell |
9,128
-51,219
| -85% | -$19.1M | 0.94% | 14 |
|
|
2020
Q4 | $21.2M | Sell |
60,347
-1,136
| -2% | -$398K | 1.06% | 13 |
|
|
2020
Q3 | $19.2M | Buy |
61,483
+6,248
| +11% | +$1.95M | 1.07% | 17 |
|
|
2020
Q2 | $16.3M | Buy |
55,235
+8,132
| +17% | +$2.4M | 0.99% | 14 |
|
|
2020
Q1 | $11.7M | Sell |
47,103
-809
| -2% | -$202K | 0.87% | 20 |
|
|
2019
Q4 | $14.1M | Sell |
47,912
-11,770
| -20% | -$3.46M | 0.84% | 20 |
|
|
2019
Q3 | $13M | Buy |
59,682
+11,770
| +25% | +$2.56M | 0.85% | 22 |
|
|
2019
Q2 | $11.7M | Sell |
47,912
-3,930
| -8% | -$959K | 0.77% | 26 |
|
|
2019
Q1 | $12.8M | Sell |
51,842
-11,828
| -19% | -$2.92M | 0.89% | 22 |
|
|
2018
Q4 | $15.9M | Sell |
63,670
-927
| -1% | -$231K | 1.15% | 12 |
|
|
2018
Q3 | $17.2M | Hold |
64,597
| – | – | 1.05% | 14 |
|
|
2018
Q2 | $15.8M | Buy |
64,597
+1,759
| +3% | +$432K | 1.03% | 15 |
|
|
2018
Q1 | $13.4M | Sell |
62,838
-15,723
| -20% | -$3.36M | 0.82% | 22 |
|
|
2017
Q4 | $17.3M | Buy |
78,561
+822
| +1% | +$181K | 0.94% | 18 |
|
|
2017
Q3 | $15.2M | Buy |
77,739
+2,238
| +3% | +$438K | 0.57% | 30 |
|
|
2017
Q2 | $14M | Sell |
75,501
-2
| -0% | -$371 | 0.55% | 30 |
|
|
2017
Q1 | $12.4M | Sell |
75,503
-2,318
| -3% | -$380K | 0.51% | 38 |
|
|
2016
Q4 | $12.5M | Buy |
77,821
+1,078
| +1% | +$173K | 0.52% | 34 |
|
|
2016
Q3 | $10.7M | Buy |
76,743
+4,404
| +6% | +$617K | 0.47% | 41 |
|
|
2016
Q2 | $10.2M | Hold |
72,339
| – | – | 0.45% | 42 |
|
|
2016
Q1 | $9.32M | Hold |
72,339
| – | – | 0.42% | 43 |
|
|
2015
Q4 | $8.51M | Buy |
72,339
+21,154
| +41% | +$2.49M | 0.39% | 46 |
|
|
2015
Q3 | $5.94M | Sell |
51,185
-3,100
| -6% | -$360K | 0.29% | 65 |
|
|
2015
Q2 | $6.62M | Sell |
54,285
-10,497
| -16% | -$1.28M | 0.31% | 62 |
|
|
2015
Q1 | $7.66M | Buy |
64,782
+2,700
| +4% | +$319K | 0.36% | 53 |
|
|
2014
Q4 | $6.28M | Buy |
62,082
+13,319
| +27% | +$1.35M | 0.3% | 59 |
|
|
2014
Q3 | $4.21M | Sell |
48,763
-5,722
| -11% | -$494K | 0.22% | 77 |
|
|
2014
Q2 | $4.45M | Sell |
54,485
-3,881
| -7% | -$317K | 0.23% | 73 |
|
|
2014
Q1 | $4.79M | Hold |
58,366
| – | – | 0.25% | 65 |
|
|
2013
Q4 | $4.4M | Sell |
58,366
-6,900
| -11% | -$520K | 0.24% | 68 |
|
|
2013
Q3 | $4.67M | Buy |
65,266
+15,264
| +31% | +$1.09M | 0.28% | 54 |
|
|
2013
Q2 | $3.27M | Buy |
+50,002
| New | +$3.27M | 0.19% | 56 |
|