Sigma Investment Counselors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41M | Buy |
14,130
+769
| +6% | +$240K | 0.24% | 68 |
|
|
2025
Q1 | $7M | Sell |
13,361
-1,368
| -9% | -$716K | 0.43% | 47 |
|
|
2024
Q4 | $7.45M | Sell |
14,729
-296
| -2% | -$150K | 0.44% | 46 |
|
|
2024
Q3 | $8.78M | Sell |
15,025
-115
| -0.8% | -$67.2K | 0.52% | 44 |
|
|
2024
Q2 | $7.71M | Buy |
15,140
+12
| +0.1% | +$6.11K | 0.48% | 46 |
|
|
2024
Q1 | $7.48M | Sell |
15,128
-364
| -2% | -$180K | 0.48% | 47 |
|
|
2023
Q4 | $8.16M | Buy |
15,492
+90
| +0.6% | +$47.4K | 0.58% | 36 |
|
|
2023
Q3 | $7.77M | Sell |
15,402
-209
| -1% | -$105K | 0.59% | 35 |
|
|
2023
Q2 | $7.5M | Sell |
15,611
-110
| -0.7% | -$52.9K | 0.55% | 37 |
|
|
2023
Q1 | $7.43M | Buy |
15,721
+148
| +1% | +$69.9K | 0.58% | 35 |
|
|
2022
Q4 | $8.26M | Sell |
15,573
-348
| -2% | -$184K | 0.68% | 29 |
|
|
2022
Q3 | $8.04M | Sell |
15,921
-137
| -0.9% | -$69.2K | 0.69% | 31 |
|
|
2022
Q2 | $8.25M | Sell |
16,058
-25
| -0.2% | -$12.8K | 0.67% | 31 |
|
|
2022
Q1 | $8.2M | Buy |
16,083
+60
| +0.4% | +$30.6K | 0.59% | 34 |
|
|
2021
Q4 | $8.05M | Sell |
16,023
-151
| -0.9% | -$75.8K | 0.56% | 36 |
|
|
2021
Q3 | $6.32M | Buy |
16,174
+258
| +2% | +$101K | 0.47% | 39 |
|
|
2021
Q2 | $6.37M | Sell |
15,916
-62
| -0.4% | -$24.8K | 0.48% | 38 |
|
|
2021
Q1 | $5.95M | Sell |
15,978
-6,565
| -29% | -$2.44M | 0.48% | 39 |
|
|
2020
Q4 | $7.91M | Buy |
22,543
+9,717
| +76% | +$3.41M | 0.68% | 31 |
|
|
2020
Q3 | $4M | Sell |
12,826
-10,978
| -46% | -$3.42M | 0.78% | 28 |
|
|
2020
Q2 | $7.02M | Buy |
23,804
+710
| +3% | +$209K | 0.75% | 30 |
|
|
2020
Q1 | $5.76M | Sell |
23,094
-904
| -4% | -$225K | 0.73% | 28 |
|
|
2019
Q4 | $7.06M | Buy |
23,998
+776
| +3% | +$228K | 0.74% | 30 |
|
|
2019
Q3 | $5.05M | Sell |
23,222
-213
| -0.9% | -$46.3K | 0.57% | 34 |
|
|
2019
Q2 | $5.72M | Buy |
23,435
+426
| +2% | +$104K | 0.67% | 33 |
|
|
2019
Q1 | $5.69M | Sell |
23,009
-257
| -1% | -$63.5K | 0.7% | 33 |
|
|
2018
Q4 | $5.8M | Sell |
23,266
-268
| -1% | -$66.8K | 0.81% | 27 |
|
|
2018
Q3 | $6.26M | Sell |
23,534
-296
| -1% | -$78.7K | 0.78% | 22 |
|
|
2018
Q2 | $5.85M | Sell |
23,830
-51
| -0.2% | -$12.5K | 0.77% | 21 |
|
|
2018
Q1 | $5.11M | Sell |
23,881
-875
| -4% | -$187K | 0.69% | 23 |
|
|
2017
Q4 | $5.46M | Sell |
24,756
-575
| -2% | -$127K | 0.75% | 22 |
|
|
2017
Q3 | $4.96M | Sell |
25,331
-106
| -0.4% | -$20.8K | 0.71% | 24 |
|
|
2017
Q2 | $4.72M | Sell |
25,437
-2,605
| -9% | -$483K | 0.72% | 25 |
|
|
2017
Q1 | $4.6M | Sell |
28,042
-2,003
| -7% | -$329K | 0.73% | 24 |
|
|
2016
Q4 | $4.81M | Sell |
30,045
-978
| -3% | -$157K | 0.77% | 22 |
|
|
2016
Q3 | $4.34M | Sell |
31,023
-317
| -1% | -$44.4K | 0.72% | 23 |
|
|
2016
Q2 | $4.43M | Sell |
31,340
-1,614
| -5% | -$228K | 0.75% | 23 |
|
|
2016
Q1 | $4.25M | Sell |
32,954
-1,164
| -3% | -$150K | 0.75% | 24 |
|
|
2015
Q4 | $4.01M | Sell |
34,118
-1,935
| -5% | -$228K | 0.74% | 29 |
|
|
2015
Q3 | $4.18M | Sell |
36,053
-1,572
| -4% | -$182K | 0.81% | 22 |
|
|
2015
Q2 | $4.59M | Sell |
37,625
-2,930
| -7% | -$357K | 0.85% | 21 |
|
|
2015
Q1 | $4.8M | Sell |
40,555
-1,139
| -3% | -$135K | 0.9% | 22 |
|
|
2014
Q4 | $4.22M | Buy |
41,694
+815
| +2% | +$82.4K | 0.8% | 28 |
|
|
2014
Q3 | $3.53M | Sell |
40,879
-444
| -1% | -$38.3K | 0.68% | 34 |
|
|
2014
Q2 | $3.38M | Sell |
41,323
-1,508
| -4% | -$123K | 0.66% | 37 |
|
|
2014
Q1 | $3.51M | Sell |
42,831
-990
| -2% | -$81.2K | 0.71% | 32 |
|
|
2013
Q4 | $3.3M | Sell |
43,821
-62
| -0.1% | -$4.67K | 0.71% | 39 |
|
|
2013
Q3 | $3.14M | Sell |
43,883
-174
| -0.4% | -$12.5K | 0.73% | 36 |
|
|
2013
Q2 | $2.89M | Buy |
+44,057
| New | +$2.89M | 0.75% | 34 |
|