SevenBridge Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
9,829
+1,570
| +19% | +$411K | 0.45% | 75 |
|
|
2025
Q1 | $3.13M | Buy |
8,259
+37
| +0.5% | +$14K | 0.62% | 55 |
|
|
2024
Q4 | $4.39M | Buy |
8,222
+1,092
| +15% | +$583K | 0.83% | 34 |
|
|
2024
Q3 | $4.46M | Buy |
7,130
+211
| +3% | +$132K | 0.86% | 31 |
|
|
2024
Q2 | $3.93M | Sell |
6,919
-10
| -0.1% | -$5.68K | 0.87% | 33 |
|
|
2024
Q1 | $3.41M | Sell |
6,929
-100
| -1% | -$49.2K | 0.77% | 40 |
|
|
2023
Q4 | $3.7M | Buy |
7,029
+141
| +2% | +$74.2K | 0.87% | 35 |
|
|
2023
Q3 | $3.47M | Buy |
6,888
+417
| +6% | +$210K | 0.9% | 33 |
|
|
2023
Q2 | $3.11M | Buy |
6,471
+401
| +7% | +$193K | 0.8% | 36 |
|
|
2023
Q1 | $2.87M | Sell |
6,070
-67
| -1% | -$31.7K | 0.79% | 39 |
|
|
2022
Q4 | $3.25M | Sell |
6,137
-39
| -0.6% | -$20.7K | 0.95% | 35 |
|
|
2022
Q3 | $3.12M | Sell |
6,176
-138
| -2% | -$69.7K | 1.06% | 31 |
|
|
2022
Q2 | $3.24M | Sell |
6,314
-144
| -2% | -$74K | 1.31% | 22 |
|
|
2022
Q1 | $3.29M | Sell |
6,458
-544
| -8% | -$277K | 1.16% | 25 |
|
|
2021
Q4 | $3.52M | Sell |
7,002
-49
| -0.7% | -$24.6K | 1.06% | 28 |
|
|
2021
Q3 | $2.76M | Sell |
7,051
-141
| -2% | -$55.1K | 0.92% | 34 |
|
|
2021
Q2 | $2.88M | Buy |
7,192
+267
| +4% | +$107K | 0.94% | 33 |
|
|
2021
Q1 | $2.58M | Buy |
6,925
+39
| +0.6% | +$14.5K | 0.94% | 31 |
|
|
2020
Q4 | $2.42M | Buy |
6,886
+150
| +2% | +$52.6K | 0.94% | 31 |
|
|
2020
Q3 | $2.1M | Sell |
6,736
-27
| -0.4% | -$8.42K | 0.96% | 30 |
|
|
2020
Q2 | $2M | Buy |
6,763
+7
| +0.1% | +$2.07K | 0.99% | 28 |
|
|
2020
Q1 | $1.69M | Buy |
6,756
+220
| +3% | +$54.9K | 0.98% | 36 |
|
|
2019
Q4 | $1.92M | Sell |
6,536
-132
| -2% | -$38.8K | 0.5% | 37 |
|
|
2019
Q3 | $1.45M | Buy |
6,668
+765
| +13% | +$166K | 0.76% | 44 |
|
|
2019
Q2 | $1.44M | Buy |
5,903
+288
| +5% | +$70.3K | 0.52% | 42 |
|
|
2019
Q1 | $1.39M | Buy |
5,615
+102
| +2% | +$25.2K | 0.52% | 42 |
|
|
2018
Q4 | $1.37M | Buy |
5,513
+614
| +13% | +$153K | 0.84% | 40 |
|
|
2018
Q3 | $1.3M | Buy |
4,899
+101
| +2% | +$26.9K | 0.69% | 43 |
|
|
2018
Q2 | $1.18M | Buy |
4,798
+64
| +1% | +$15.7K | 0.66% | 49 |
|
|
2018
Q1 | $1.01M | Buy |
4,734
+171
| +4% | +$36.6K | 0.58% | 51 |
|
|
2017
Q4 | $1.01M | Buy |
4,563
+50
| +1% | +$11K | 0.56% | 56 |
|
|
2017
Q3 | $884K | Buy |
4,513
+430
| +11% | +$84.2K | 0.51% | 62 |
|
|
2017
Q2 | $757K | Buy |
4,083
+472
| +13% | +$87.5K | 0.46% | 67 |
|
|
2017
Q1 | $599K | Buy |
3,611
+3,032
| +524% | +$503K | 0.39% | 75 |
|
|
2016
Q4 | $78K | Hold |
579
| – | – | 0.06% | 215 |
|
|
2016
Q3 | $78K | Buy |
579
+379
| +190% | +$51.1K | 0.06% | 212 |
|
|
2016
Q2 | $28K | Buy |
+200
| New | +$28K | 0.02% | 357 |
|