Sequoia Financial Advisors’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 | $14.6M | Sell |
54,101
-3,600
| -6% | -$1.07M | 0.08% | 165 |
|
|
2025
Q4 | $19M | Buy |
57,701
+3,568
| +7% | +$1.21M | 0.11% | 136 |
|
|
2025
Q3 | $18.7M | Buy |
54,133
+2,416
| +5% | +$731K | 0.11% | 126 |
|
|
2025
Q2 | $16.1M | Sell |
51,717
-573
| -1% | -$219K | 0.11% | 141 |
|
|
2025
Q1 | $27.4M | Buy |
52,290
+23,136
| +79% | +$11.8M | 0.21% | 98 |
|
|
2024
Q4 | $14.7M | Buy |
29,154
+4,178
| +17% | +$2.37M | 0.14% | 141 |
|
|
2024
Q3 | $14.6M | Buy |
24,976
+3,006
| +14% | +$1.7M | 0.16% | 124 |
|
|
2024
Q2 | $11.2M | Buy |
21,970
+1,472
| +7% | +$721K | 0.13% | 128 |
|
|
2024
Q1 | $10.1M | Sell |
20,498
-10,401
| -34% | -$5.29M | 0.13% | 139 |
|
|
2023
Q4 | $16.3M | Buy |
30,899
+13,168
| +74% | +$7.02M | 0.2% | 105 |
|
|
2023
Q3 | $8.94M | Buy |
17,731
+3,233
| +22% | +$1.59M | 0.16% | 108 |
|
|
2023
Q2 | $6.97M | Buy |
14,498
+827
| +6% | +$404K | 0.12% | 127 |
|
|
2023
Q1 | $6.46M | Buy |
13,671
+349
| +3% | +$168K | 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% | -$831K | 0.12% | 130 |
|
|
2022
Q2 | $4.77M | Buy |
9,278
+356
| +4% | +$179K | 0.13% | 122 |
|
|
2022
Q1 | $4.55M | Buy |
8,922
+1,419
| +19% | +$684K | 0.11% | 124 |
|
|
2021
Q4 | $3.77M | Buy |
7,503
+5,632
| +301% | +$2.55M | 0.1% | 129 |
|
|
2021
Q3 | $731K | Sell |
1,871
-2,364
| -56% | -$979K | 0.07% | 127 |
|
|
2021
Q2 | $1.7M | Buy |
4,235
+239
| +6% | +$95.3K | 0.06% | 166 |
|
|
2021
Q1 | $1.49M | Buy |
3,996
+171
| +4% | +$59.3K | 0.06% | 156 |
|
|
2020
Q4 | $1.34M | Buy |
3,825
+310
| +9% | +$104K | 0.06% | 156 |
|
|
2020
Q3 | $1.1M | Buy |
3,515
+544
| +18% | +$167K | 0.06% | 158 |
|
|
2020
Q2 | $876K | Buy |
2,971
+158
| +6% | +$45.3K | 0.05% | 164 |
|
|
2020
Q1 | $701K | Buy |
2,813
+354
| +14% | +$97.4K | 0.05% | 159 |
|
|
2019
Q4 | $723K | Sell |
2,459
-72
| -3% | -$18.8K | 0.05% | 173 |
|
|
2019
Q3 | $550K | Buy |
2,531
+187
| +8% | +$45.1K | 0.04% | 189 |
|
|
2019
Q2 | $572K | Buy |
2,344
+365
| +18% | +$87.8K | 0.04% | 173 |
|
|
2019
Q1 | $489K | Buy |
1,979
+487
| +33% | +$124K | 0.04% | 185 |
|
|
2018
Q4 | $372K | Sell |
1,492
-50
| -3% | -$13.2K | 0.04% | 172 |
|
|
2018
Q3 | $410K | Sell |
1,542
-127
| -8% | -$33K | 0.04% | 181 |
|
|
2018
Q2 | $409K | Buy |
1,669
+82
| +5% | +$19.7K | 0.04% | 180 |
|
|
2018
Q1 | $340K | Sell |
1,587
-110
| -6% | -$25.1K | 0.04% | 210 |
|
|
2017
Q4 | $374K | Buy |
1,697
+387
| +30% | +$82K | 0.04% | 198 |
|
|
2017
Q3 | $257K | Buy |
1,310
+194
| +17% | +$37.5K | 0.03% | 233 |
|
|
2017
Q2 | $207K | Buy |
+1,116
| New | +$196K | 0.03% | 263 |
|
Other funds holding UNH
VCM
VPM
