Shelton Capital 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 | $10.7M | Sell |
34,238
-53
| -0.2% | -$16.5K | 0.25% | 102 |
|
|
2025
Q1 | $18M | Buy |
34,291
+91
| +0.3% | +$47.7K | 0.43% | 58 |
|
|
2024
Q4 | $17.3M | Buy |
34,200
+4,182
| +14% | +$2.12M | 0.43% | 44 |
|
|
2024
Q3 | $17.6M | Sell |
30,018
-4,959
| -14% | -$2.9M | 0.45% | 41 |
|
|
2024
Q2 | $17.8M | Buy |
34,977
+13,490
| +63% | +$6.87M | 0.48% | 42 |
|
|
2024
Q1 | $10.6M | Buy |
21,487
+812
| +4% | +$402K | 0.3% | 78 |
|
|
2023
Q4 | $10.9M | Sell |
20,675
-12,242
| -37% | -$6.45M | 0.34% | 67 |
|
|
2023
Q3 | $16.6M | Hold |
32,917
| – | – | 0.61% | 28 |
|
|
2023
Q2 | $15.8M | Buy |
32,917
+2,751
| +9% | +$1.32M | 0.57% | 32 |
|
|
2023
Q1 | $14.3M | Buy |
30,166
+14,166
| +89% | +$6.69M | 0.59% | 27 |
|
|
2022
Q4 | $8.48M | Sell |
16,000
-2,109
| -12% | -$1.12M | 0.89% | 12 |
|
|
2022
Q3 | $9.15M | Sell |
18,109
-3,784
| -17% | -$1.91M | 0.43% | 56 |
|
|
2022
Q2 | $11.2M | Buy |
21,893
+48
| +0.2% | +$24.7K | 0.51% | 43 |
|
|
2022
Q1 | $11.1M | Buy |
21,845
+4,200
| +24% | +$2.14M | 0.41% | 52 |
|
|
2021
Q4 | $8.86M | Sell |
17,645
-2,748
| -13% | -$1.38M | 0.31% | 72 |
|
|
2021
Q3 | $7.97M | Buy |
20,393
+7,169
| +54% | +$2.8M | 0.31% | 68 |
|
|
2021
Q2 | $5.3M | Hold |
13,224
| – | – | 0.2% | 110 |
|
|
2021
Q1 | $4.92M | Sell |
13,224
-6,778
| -34% | -$2.52M | 0.17% | 126 |
|
|
2020
Q4 | $7.01M | Sell |
20,002
-23,188
| -54% | -$8.13M | 0.32% | 63 |
|
|
2020
Q3 | $13.5M | Buy |
43,190
+21,840
| +102% | +$6.81M | 0.56% | 31 |
|
|
2020
Q2 | $6.3M | Buy |
21,350
+1,100
| +5% | +$324K | 0.35% | 59 |
|
|
2020
Q1 | $5.05M | Buy |
20,250
+9,813
| +94% | +$2.45M | 0.37% | 50 |
|
|
2019
Q4 | $3.07M | Buy |
10,437
+2,130
| +26% | +$626K | 0.17% | 117 |
|
|
2019
Q3 | $1.81M | Hold |
8,307
| – | – | 0.11% | 170 |
|
|
2019
Q2 | $2.03M | Buy |
8,307
+6,253
| +304% | +$1.53M | 0.12% | 166 |
|
|
2019
Q1 | $8.31K | Sell |
2,054
-5,553
| -73% | -$22.5K | 0.03% | 449 |
|
|
2018
Q4 | $1.9M | Hold |
7,607
| – | – | 0.13% | 147 |
|
|
2018
Q3 | $2.02M | Sell |
7,607
-70
| -0.9% | -$18.6K | 0.12% | 150 |
|
|
2018
Q2 | $1.88M | Buy |
7,677
+521
| +7% | +$128K | 0.12% | 156 |
|
|
2018
Q1 | $1.53M | Hold |
7,156
| – | – | 0.1% | 174 |
|
|
2017
Q4 | $1.58M | Hold |
7,156
| – | – | 0.1% | 171 |
|
|
2017
Q3 | $1.4M | Hold |
7,156
| – | – | 0.09% | 191 |
|
|
2017
Q2 | $1.33M | Sell |
7,156
-80
| -1% | -$14.8K | 0.09% | 193 |
|
|
2017
Q1 | $1.19M | Sell |
7,236
-1,800
| -20% | -$295K | 0.08% | 202 |
|
|
2016
Q4 | $1.45M | Sell |
9,036
-3,735
| -29% | -$598K | 0.11% | 179 |
|
|
2016
Q3 | $1.79M | Buy |
12,771
+5,400
| +73% | +$756K | 0.15% | 133 |
|
|
2016
Q2 | $1.04M | Sell |
7,371
-1,385
| -16% | -$196K | 0.09% | 190 |
|
|
2016
Q1 | $1.13M | Sell |
8,756
-2,218
| -20% | -$286K | 0.1% | 182 |
|
|
2015
Q4 | $1.29M | Buy |
10,974
+2,838
| +35% | +$334K | 0.12% | 158 |
|
|
2015
Q3 | $944K | Buy |
8,136
+370
| +5% | +$42.9K | 0.1% | 182 |
|
|
2015
Q2 | $947K | Sell |
7,766
-436
| -5% | -$53.2K | 0.1% | 190 |
|
|
2015
Q1 | $970K | Buy |
8,202
+610
| +8% | +$72.1K | 0.1% | 193 |
|
|
2014
Q4 | $767K | Hold |
7,592
| – | – | 0.09% | 229 |
|
|
2014
Q3 | $655K | Hold |
7,592
| – | – | 0.09% | 242 |
|
|
2014
Q2 | $621K | Hold |
7,592
| – | – | 0.09% | 273 |
|
|
2014
Q1 | $622K | Hold |
7,592
| – | – | 0.09% | 254 |
|
|
2013
Q4 | $572K | Hold |
7,592
| – | – | 0.09% | 267 |
|
|
2013
Q3 | $544K | Sell |
7,592
-2,500
| -25% | -$179K | 0.09% | 258 |
|
|
2013
Q2 | $661K | Buy |
+10,092
| New | +$661K | 0.12% | 182 |
|