Sequoia Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Sell |
51,717
-573
| -1% | -$179K | 0.11% | 140 |
|
|
2025
Q1 | $27.4M | Buy |
52,290
+23,136
| +79% | +$12.1M | 0.21% | 98 |
|
|
2024
Q4 | $14.7M | Buy |
29,154
+4,178
| +17% | +$2.11M | 0.14% | 141 |
|
|
2024
Q3 | $14.6M | Buy |
24,976
+3,006
| +14% | +$1.76M | 0.16% | 124 |
|
|
2024
Q2 | $11.2M | Buy |
21,970
+1,472
| +7% | +$750K | 0.13% | 128 |
|
|
2024
Q1 | $10.1M | Sell |
20,498
-10,401
| -34% | -$5.15M | 0.13% | 139 |
|
|
2023
Q4 | $16.3M | Buy |
30,899
+13,168
| +74% | +$6.93M | 0.2% | 105 |
|
|
2023
Q3 | $8.94M | Buy |
17,731
+3,233
| +22% | +$1.63M | 0.16% | 108 |
|
|
2023
Q2 | $6.97M | Buy |
14,498
+827
| +6% | +$397K | 0.12% | 127 |
|
|
2023
Q1 | $6.46M | Buy |
13,671
+349
| +3% | +$165K | 0.14% | 129 |
|
|
2022
Q4 | $7.06M | Buy |
13,322
+5,624
| +73% | +$2.98M | 0.17% | 113 |
|
|
2022
Q3 | $3.89M | Sell |
7,698
-1,580
| -17% | -$798K | 0.12% | 130 |
|
|
2022
Q2 | $4.77M | Buy |
9,278
+356
| +4% | +$183K | 0.13% | 122 |
|
|
2022
Q1 | $4.55M | Buy |
8,922
+1,419
| +19% | +$724K | 0.11% | 124 |
|
|
2021
Q4 | $3.77M | Buy |
7,503
+5,632
| +301% | +$2.83M | 0.1% | 129 |
|
|
2021
Q3 | $731K | Sell |
1,871
-2,364
| -56% | -$924K | 0.07% | 127 |
|
|
2021
Q2 | $1.7M | Buy |
4,235
+239
| +6% | +$95.7K | 0.06% | 166 |
|
|
2021
Q1 | $1.49M | Buy |
3,996
+171
| +4% | +$63.6K | 0.06% | 156 |
|
|
2020
Q4 | $1.34M | Buy |
3,825
+310
| +9% | +$109K | 0.06% | 156 |
|
|
2020
Q3 | $1.1M | Buy |
3,515
+544
| +18% | +$170K | 0.06% | 158 |
|
|
2020
Q2 | $876K | Buy |
2,971
+158
| +6% | +$46.6K | 0.05% | 164 |
|
|
2020
Q1 | $701K | Buy |
2,813
+354
| +14% | +$88.2K | 0.05% | 159 |
|
|
2019
Q4 | $723K | Sell |
2,459
-72
| -3% | -$21.2K | 0.05% | 173 |
|
|
2019
Q3 | $550K | Buy |
2,531
+187
| +8% | +$40.6K | 0.04% | 189 |
|
|
2019
Q2 | $572K | Buy |
2,344
+365
| +18% | +$89.1K | 0.04% | 173 |
|
|
2019
Q1 | $489K | Buy |
1,979
+487
| +33% | +$120K | 0.04% | 185 |
|
|
2018
Q4 | $372K | Sell |
1,492
-50
| -3% | -$12.5K | 0.04% | 172 |
|
|
2018
Q3 | $410K | Sell |
1,542
-127
| -8% | -$33.8K | 0.04% | 181 |
|
|
2018
Q2 | $409K | Buy |
1,669
+82
| +5% | +$20.1K | 0.04% | 180 |
|
|
2018
Q1 | $340K | Sell |
1,587
-110
| -6% | -$23.6K | 0.04% | 210 |
|
|
2017
Q4 | $374K | Buy |
1,697
+387
| +30% | +$85.3K | 0.04% | 198 |
|
|
2017
Q3 | $257K | Buy |
1,310
+194
| +17% | +$38.1K | 0.03% | 233 |
|
|
2017
Q2 | $207K | Buy |
+1,116
| New | +$207K | 0.03% | 263 |
|