Shilanski & Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $230K | Sell |
665
-4
| -0.6% | -$1.21K | 0.06% | 100 |
|
|
2025
Q2 | $209K | Sell |
669
-9
| -1% | -$3.44K | 0.06% | 102 |
|
|
2025
Q1 | $355K | Sell |
678
-9
| -1% | -$4.6K | 0.11% | 77 |
|
|
2024
Q4 | $347K | Sell |
687
-3
| -0.4% | -$1.71K | 0.11% | 76 |
|
|
2024
Q3 | $403K | Buy |
690
+8
| +1% | +$4.53K | 0.13% | 67 |
|
|
2024
Q2 | $348K | Sell |
682
-11
| -2% | -$5.39K | 0.12% | 71 |
|
|
2024
Q1 | $343K | Buy |
693
+10
| +1% | +$5.08K | 0.12% | 71 |
|
|
2023
Q4 | $360K | Hold |
683
| – | – | 0.14% | 69 |
|
|
2023
Q3 | $345K | Buy |
683
+1
| +0.1% | +$492 | 0.14% | 75 |
|
|
2023
Q2 | $328K | Sell |
682
-16
| -2% | -$7.82K | 0.13% | 79 |
|
|
2023
Q1 | $356K | Buy |
698
+15
| +2% | +$7.24K | 0.16% | 75 |
|
|
2022
Q4 | $362K | Sell |
683
-66
| -9% | -$35K | 0.16% | 75 |
|
|
2022
Q3 | $378K | Buy |
749
+64
| +9% | +$33.7K | 0.14% | 83 |
|
|
2022
Q2 | $352K | Sell |
685
-1
| -0.1% | -$502 | 0.16% | 74 |
|
|
2022
Q1 | $350K | Buy |
686
+1
| +0.1% | +$482 | 0.15% | 84 |
|
|
2021
Q4 | $344K | Buy |
685
+10
| +1% | +$4.53K | 0.15% | 83 |
|
|
2021
Q3 | $264K | Buy |
675
+4
| +0.6% | +$1.66K | 0.12% | 88 |
|
|
2021
Q2 | $269K | Sell |
671
-1
| -0.1% | -$399 | 0.13% | 88 |
|
|
2021
Q1 | $250K | Sell |
672
-2
| -0.3% | -$693 | 0.13% | 87 |
|
|
2020
Q4 | $236K | Sell |
674
-38
| -5% | -$12.7K | 0.14% | 85 |
|
|
2020
Q3 | $222K | Buy |
712
+1
| +0.1% | +$307 | 0.15% | 83 |
|
|
2020
Q2 | $210K | Buy |
+711
| New | +$204K | 0.15% | 80 |
|
|
2020
Q1 | – | Sell |
-918
| Closed | -$270K | – | 92 |
|
|
2019
Q4 | $270K | Sell |
918
-9
| -1% | -$2.35K | 0.21% | 71 |
|
|
2019
Q3 | $201K | Sell |
927
-115
| -11% | -$27.7K | 0.16% | 77 |
|
|
2019
Q2 | $254K | Buy |
+1,042
| New | +$251K | 0.21% | 75 |
|
Other funds holding UNH
