Signature Estate & Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
3,669
+8
| +0.2% | +$2.5K | 0.03% | 210 |
|
|
2025
Q1 | $1.92M | Sell |
3,661
-25
| -0.7% | -$13.1K | 0.05% | 144 |
|
|
2024
Q4 | $1.86M | Buy |
3,686
+450
| +14% | +$228K | 0.05% | 139 |
|
|
2024
Q3 | $1.89M | Sell |
3,236
-532
| -14% | -$311K | 0.04% | 141 |
|
|
2024
Q2 | $1.92M | Buy |
3,768
+2,481
| +193% | +$1.26M | 0.05% | 135 |
|
|
2024
Q1 | $637K | Sell |
1,287
-414
| -24% | -$205K | 0.02% | 108 |
|
|
2023
Q4 | $895K | Buy |
1,701
+412
| +32% | +$217K | 0.03% | 105 |
|
|
2023
Q3 | $649K | Sell |
1,289
-35
| -3% | -$17.6K | 0.02% | 106 |
|
|
2023
Q2 | $636K | Buy |
1,324
+22
| +2% | +$10.6K | 0.02% | 107 |
|
|
2023
Q1 | $615K | Sell |
1,302
-54
| -4% | -$25.5K | 0.02% | 108 |
|
|
2022
Q4 | $718K | Sell |
1,356
-245
| -15% | -$130K | 0.03% | 107 |
|
|
2022
Q3 | $808K | Buy |
1,601
+109
| +7% | +$55K | 0.04% | 97 |
|
|
2022
Q2 | $766K | Sell |
1,492
-114
| -7% | -$58.5K | 0.04% | 100 |
|
|
2022
Q1 | $820K | Buy |
1,606
+19
| +1% | +$9.7K | 0.04% | 97 |
|
|
2021
Q4 | $797K | Sell |
1,587
-34
| -2% | -$17.1K | 0.04% | 96 |
|
|
2021
Q3 | $634K | Buy |
1,621
+12
| +0.7% | +$4.69K | 0.03% | 104 |
|
|
2021
Q2 | $645K | Buy |
1,609
+123
| +8% | +$49.3K | 0.03% | 102 |
|
|
2021
Q1 | $553K | Buy |
1,486
+125
| +9% | +$46.5K | 0.03% | 113 |
|
|
2020
Q4 | $478K | Sell |
1,361
-52
| -4% | -$18.3K | 0.03% | 112 |
|
|
2020
Q3 | $440K | Buy |
1,413
+55
| +4% | +$17.1K | 0.03% | 111 |
|
|
2020
Q2 | $401K | Buy |
1,358
+178
| +15% | +$52.6K | 0.03% | 105 |
|
|
2020
Q1 | $294K | Sell |
1,180
-378
| -24% | -$94.2K | 0.02% | 108 |
|
|
2019
Q4 | $458K | Sell |
1,558
-92
| -6% | -$27K | 0.03% | 116 |
|
|
2019
Q3 | $358K | Sell |
1,650
-785
| -32% | -$170K | 0.02% | 120 |
|
|
2019
Q2 | $594K | Sell |
2,435
-1,372
| -36% | -$335K | 0.04% | 110 |
|
|
2019
Q1 | $941K | Sell |
3,807
-86,426
| -96% | -$21.4M | 0.06% | 103 |
|
|
2018
Q4 | $22.5M | Buy |
90,233
+2,500
| +3% | +$623K | 1.99% | 11 |
|
|
2018
Q3 | $23.3M | Sell |
87,733
-7,792
| -8% | -$2.07M | 2.1% | 15 |
|
|
2018
Q2 | $23.4M | Buy |
95,525
+1,198
| +1% | +$294K | 2.21% | 12 |
|
|
2018
Q1 | $20.2M | Buy |
94,327
+5,717
| +6% | +$1.22M | 2.04% | 14 |
|
|
2017
Q4 | $19.5M | Sell |
88,610
-708
| -0.8% | -$156K | 1.99% | 13 |
|
|
2017
Q3 | $17.5M | Sell |
89,318
-7,240
| -7% | -$1.42M | 1.95% | 15 |
|
|
2017
Q2 | $17.9M | Sell |
96,558
-3,559
| -4% | -$660K | 2.12% | 11 |
|
|
2017
Q1 | $16.4M | Sell |
100,117
-1,319
| -1% | -$216K | 2.05% | 12 |
|
|
2016
Q4 | $16.2M | Sell |
101,436
-844
| -0.8% | -$135K | 2.25% | 10 |
|
|
2016
Q3 | $14.3M | Sell |
102,280
-237
| -0.2% | -$33.2K | 2.1% | 14 |
|
|
2016
Q2 | $14.5M | Sell |
102,517
-12,377
| -11% | -$1.75M | 2.31% | 12 |
|
|
2016
Q1 | $14.8M | Buy |
114,894
+2,777
| +2% | +$358K | 2.43% | 11 |
|
|
2015
Q4 | $13.2M | Buy |
112,117
+5,825
| +5% | +$685K | 2.28% | 13 |
|
|
2015
Q3 | $12.3M | Buy |
106,292
+6,938
| +7% | +$805K | 2.57% | 9 |
|
|
2015
Q2 | $12.1M | Buy |
99,354
+7,511
| +8% | +$916K | 2.71% | 8 |
|
|
2015
Q1 | $10.9M | Buy |
91,843
+8,469
| +10% | +$1M | 2.87% | 8 |
|
|
2014
Q4 | $8.43M | Buy |
83,374
+494
| +0.6% | +$49.9K | 2.8% | 13 |
|
|
2014
Q3 | $7.15M | Buy |
82,880
+6,957
| +9% | +$600K | 2.55% | 14 |
|
|
2014
Q2 | $6.21M | Buy |
75,923
+8,755
| +13% | +$716K | 2.18% | 19 |
|
|
2014
Q1 | $5.51M | Buy |
67,168
+10,274
| +18% | +$842K | 2.16% | 14 |
|
|
2013
Q4 | $4.28M | Buy |
56,894
+8,647
| +18% | +$651K | 2.12% | 21 |
|
|
2013
Q3 | $3.46M | Buy |
+48,247
| New | +$3.46M | 1.99% | 23 |
|