SRC
Shufro Rose & Co’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Sell |
7,146
-428
| -6% | -$224K | 0.3% | 57 |
|
|
2025
Q1 | $3.97M | Sell |
7,574
-101
| -1% | -$52.9K | 0.31% | 55 |
|
|
2024
Q4 | $3.88M | Sell |
7,675
-180
| -2% | -$91.1K | 0.3% | 57 |
|
|
2024
Q3 | $4M | Hold |
7,855
| – | – | 0.32% | 58 |
|
|
2024
Q2 | $4M | Sell |
7,855
-321
| -4% | -$163K | 0.32% | 58 |
|
|
2024
Q1 | $4.04M | Sell |
8,176
-491
| -6% | -$243K | 0.33% | 56 |
|
|
2023
Q4 | $4.37M | Sell |
8,667
-25
| -0.3% | -$12.6K | 0.41% | 50 |
|
|
2023
Q3 | $4.38M | Sell |
8,692
-259
| -3% | -$131K | 0.41% | 50 |
|
|
2023
Q2 | $4.3M | Sell |
8,951
-2,147
| -19% | -$1.03M | 0.39% | 49 |
|
|
2023
Q1 | $5.24M | Sell |
11,098
-24,921
| -69% | -$11.8M | 0.49% | 46 |
|
|
2022
Q4 | $19.1M | Sell |
36,019
-3,072
| -8% | -$1.63M | 1.61% | 20 |
|
|
2022
Q3 | $19.7M | Sell |
39,091
-97
| -0.2% | -$49K | 1.97% | 13 |
|
|
2022
Q2 | $20.1M | Buy |
39,188
+270
| +0.7% | +$139K | 1.74% | 15 |
|
|
2022
Q1 | $19.8M | Sell |
38,918
-12,617
| -24% | -$6.43M | 1.53% | 19 |
|
|
2021
Q4 | $25.9M | Sell |
51,535
-2,637
| -5% | -$1.32M | 1.87% | 17 |
|
|
2021
Q3 | $21.2M | Sell |
54,172
-499
| -0.9% | -$195K | 1.66% | 16 |
|
|
2021
Q2 | $21.9M | Sell |
54,671
-4,334
| -7% | -$1.74M | 1.65% | 18 |
|
|
2021
Q1 | $22M | Sell |
59,005
-2,079
| -3% | -$774K | 1.74% | 20 |
|
|
2020
Q4 | $21.4M | Sell |
61,084
-5,382
| -8% | -$1.89M | 1.8% | 18 |
|
|
2020
Q3 | $20.7M | Sell |
66,466
-2,157
| -3% | -$672K | 1.99% | 15 |
|
|
2020
Q2 | $20.2M | Sell |
68,623
-1,340
| -2% | -$395K | 2% | 17 |
|
|
2020
Q1 | $17.4M | Sell |
69,963
-3,867
| -5% | -$964K | 2.08% | 14 |
|
|
2019
Q4 | $21.7M | Sell |
73,830
-1,073
| -1% | -$315K | 1.96% | 15 |
|
|
2019
Q3 | $16.3M | Sell |
74,903
-679
| -0.9% | -$148K | 1.61% | 18 |
|
|
2019
Q2 | $18.4M | Buy |
75,582
+46,954
| +164% | +$11.5M | 1.8% | 16 |
|
|
2019
Q1 | $7.08M | Sell |
28,628
-345
| -1% | -$85.3K | 0.71% | 40 |
|
|
2018
Q4 | $7.22M | Sell |
28,973
-1,086
| -4% | -$271K | 0.8% | 35 |
|
|
2018
Q3 | $8M | Sell |
30,059
-6,640
| -18% | -$1.77M | 0.74% | 41 |
|
|
2018
Q2 | $9M | Sell |
36,699
-1,021
| -3% | -$251K | 0.86% | 34 |
|
|
2018
Q1 | $8.07M | Sell |
37,720
-736
| -2% | -$158K | 0.8% | 38 |
|
|
2017
Q4 | $8.48M | Sell |
38,456
-765
| -2% | -$169K | 0.83% | 37 |
|
|
2017
Q3 | $7.68M | Sell |
39,221
-1,105
| -3% | -$216K | 0.77% | 40 |
|
|
2017
Q2 | $7.48M | Sell |
40,326
-483
| -1% | -$89.6K | 0.8% | 39 |
|
|
2017
Q1 | $6.69M | Sell |
40,809
-75,103
| -65% | -$12.3M | 0.72% | 42 |
|
|
2016
Q4 | $18.6M | Sell |
115,912
-7,651
| -6% | -$1.22M | 2.07% | 11 |
|
|
2016
Q3 | $17.3M | Sell |
123,563
-6,128
| -5% | -$858K | 1.93% | 11 |
|
|
2016
Q2 | $18.3M | Sell |
129,691
-3,935
| -3% | -$556K | 2.03% | 11 |
|
|
2016
Q1 | $17.2M | Sell |
133,626
-1,164
| -0.9% | -$150K | 1.92% | 11 |
|
|
2015
Q4 | $15.9M | Sell |
134,790
-5,025
| -4% | -$591K | 1.82% | 11 |
|
|
2015
Q3 | $16.2M | Sell |
139,815
-3,150
| -2% | -$365K | 1.95% | 11 |
|
|
2015
Q2 | $17.4M | Sell |
142,965
-2,410
| -2% | -$294K | 1.85% | 14 |
|
|
2015
Q1 | $17.2M | Sell |
145,375
-8,310
| -5% | -$983K | 1.77% | 16 |
|
|
2014
Q4 | $15.5M | Sell |
153,685
-5,785
| -4% | -$585K | 1.58% | 16 |
|
|
2014
Q3 | $13.8M | Sell |
159,470
-1,545
| -1% | -$133K | 1.43% | 17 |
|
|
2014
Q2 | $13.2M | Sell |
161,015
-1,115
| -0.7% | -$91.1K | 1.35% | 21 |
|
|
2014
Q1 | $13.3M | Sell |
162,130
-4,300
| -3% | -$353K | 1.39% | 19 |
|
|
2013
Q4 | $12.5M | Buy |
166,430
+3,700
| +2% | +$279K | 1.32% | 21 |
|
|
2013
Q3 | $11.7M | Sell |
162,730
-2,610
| -2% | -$187K | 1.33% | 21 |
|
|
2013
Q2 | $10.8M | Buy |
+165,340
| New | +$10.8M | 1.29% | 24 |
|