Sigma Planning Corp’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.88M | Buy |
15,631
+583
| +4% | +$182K | 0.15% | 139 |
|
|
2025
Q1 | $7.88M | Buy |
15,048
+457
| +3% | +$239K | 0.25% | 76 |
|
|
2024
Q4 | $7.38M | Sell |
14,591
-481
| -3% | -$243K | 0.23% | 79 |
|
|
2024
Q3 | $8.81M | Buy |
15,072
+144
| +1% | +$84.2K | 0.27% | 67 |
|
|
2024
Q2 | $7.6M | Sell |
14,928
-935
| -6% | -$476K | 0.24% | 77 |
|
|
2024
Q1 | $7.85M | Buy |
15,863
+8,935
| +129% | +$4.42M | 0.25% | 76 |
|
|
2023
Q4 | $3.65M | Sell |
6,928
-8,041
| -54% | -$4.23M | 0.29% | 71 |
|
|
2023
Q3 | $7.55M | Sell |
14,969
-1,206
| -7% | -$608K | 0.28% | 67 |
|
|
2023
Q2 | $7.77M | Sell |
16,175
-3,294
| -17% | -$1.58M | 0.28% | 65 |
|
|
2023
Q1 | $9.2M | Sell |
19,469
-8,587
| -31% | -$4.06M | 0.31% | 55 |
|
|
2022
Q4 | $14.9M | Sell |
28,056
-2,128
| -7% | -$1.13M | 0.53% | 29 |
|
|
2022
Q3 | $15.2M | Buy |
30,184
+6,879
| +30% | +$3.47M | 0.58% | 23 |
|
|
2022
Q2 | $12M | Sell |
23,305
-2,270
| -9% | -$1.17M | 0.42% | 38 |
|
|
2022
Q1 | $13M | Sell |
25,575
-1,249
| -5% | -$637K | 0.39% | 41 |
|
|
2021
Q4 | $13.5M | Buy |
26,824
+1,020
| +4% | +$512K | 0.38% | 44 |
|
|
2021
Q3 | $10.1M | Buy |
25,804
+2,957
| +13% | +$1.16M | 0.3% | 63 |
|
|
2021
Q2 | $9.15M | Buy |
22,847
+635
| +3% | +$254K | 0.27% | 72 |
|
|
2021
Q1 | $8.26M | Buy |
22,212
+880
| +4% | +$327K | 0.26% | 81 |
|
|
2020
Q4 | $7.48M | Buy |
21,332
+2,211
| +12% | +$775K | 0.25% | 84 |
|
|
2020
Q3 | $5.96M | Sell |
19,121
-25
| -0.1% | -$7.8K | 0.24% | 86 |
|
|
2020
Q2 | $5.65M | Buy |
19,146
+349
| +2% | +$103K | 0.25% | 81 |
|
|
2020
Q1 | $4.69M | Sell |
18,797
-723
| -4% | -$180K | 0.28% | 64 |
|
|
2019
Q4 | $5.74M | Buy |
19,520
+177
| +0.9% | +$52K | 0.24% | 81 |
|
|
2019
Q3 | $4.2M | Buy |
19,343
+634
| +3% | +$138K | 0.2% | 120 |
|
|
2019
Q2 | $4.57M | Buy |
18,709
+3,328
| +22% | +$812K | 0.24% | 100 |
|
|
2019
Q1 | $3.8M | Buy |
15,381
+692
| +5% | +$171K | 0.22% | 114 |
|
|
2018
Q4 | $3.66M | Sell |
14,689
-7,962
| -35% | -$1.98M | 0.27% | 87 |
|
|
2018
Q3 | $6.03M | Buy |
22,651
+1,200
| +6% | +$319K | 0.35% | 58 |
|
|
2018
Q2 | $5.26M | Buy |
21,451
+3,084
| +17% | +$757K | 0.35% | 60 |
|
|
2018
Q1 | $3.93M | Buy |
18,367
+1,105
| +6% | +$236K | 0.29% | 72 |
|
|
2017
Q4 | $3.81M | Sell |
17,262
-244
| -1% | -$53.8K | 0.29% | 75 |
|
|
2017
Q3 | $3.43M | Buy |
17,506
+438
| +3% | +$85.8K | 0.28% | 75 |
|
|
2017
Q2 | $3.17M | Buy |
17,068
+811
| +5% | +$150K | 0.3% | 72 |
|
|
2017
Q1 | $2.67M | Buy |
16,257
+8,063
| +98% | +$1.32M | 0.26% | 89 |
|
|
2016
Q4 | $1.31M | Buy |
8,194
+329
| +4% | +$52.6K | 0.14% | 169 |
|
|
2016
Q3 | $1.1M | Buy |
7,865
+356
| +5% | +$49.8K | 0.13% | 181 |
|
|
2016
Q2 | $1.06M | Buy |
7,509
+613
| +9% | +$86.5K | 0.14% | 170 |
|
|
2016
Q1 | $889K | Sell |
6,896
-1,596
| -19% | -$206K | 0.12% | 204 |
|
|
2015
Q4 | $999K | Sell |
8,492
-952
| -10% | -$112K | 0.14% | 172 |
|
|
2015
Q3 | $1.1M | Buy |
9,444
+1,849
| +24% | +$215K | 0.17% | 143 |
|
|
2015
Q2 | $927K | Buy |
7,595
+1,606
| +27% | +$196K | 0.13% | 196 |
|
|
2015
Q1 | $709K | Buy |
5,989
+1,105
| +23% | +$131K | 0.09% | 256 |
|
|
2014
Q4 | $494K | Buy |
+4,884
| New | +$494K | 0.07% | 334 |
|