Signet Financial Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-619
| Closed | -$324K | – | 302 |
|
|
2025
Q1 | $324K | Sell |
619
-8
| -1% | -$4.19K | 0.04% | 231 |
|
|
2024
Q4 | $317K | Sell |
627
-95
| -13% | -$48.1K | 0.04% | 225 |
|
|
2024
Q3 | $422K | Buy |
722
+1
| +0.1% | +$584 | 0.05% | 202 |
|
|
2024
Q2 | $367K | Sell |
721
-4
| -0.6% | -$2.04K | 0.05% | 205 |
|
|
2024
Q1 | $358K | Buy |
725
+54
| +8% | +$26.7K | 0.05% | 212 |
|
|
2023
Q4 | $353K | Buy |
671
+1
| +0.1% | +$526 | 0.05% | 215 |
|
|
2023
Q3 | $338K | Sell |
670
-62
| -8% | -$31.3K | 0.06% | 210 |
|
|
2023
Q2 | $352K | Sell |
732
-2
| -0.3% | -$962 | 0.06% | 218 |
|
|
2023
Q1 | $347K | Sell |
734
-4
| -0.5% | -$1.89K | 0.06% | 212 |
|
|
2022
Q4 | $391K | Sell |
738
-54
| -7% | -$28.6K | 0.07% | 200 |
|
|
2022
Q3 | $400K | Sell |
792
-36
| -4% | -$18.2K | 0.08% | 186 |
|
|
2022
Q2 | $425K | Sell |
828
-136
| -14% | -$69.8K | 0.08% | 180 |
|
|
2022
Q1 | $491K | Buy |
964
+21
| +2% | +$10.7K | 0.08% | 175 |
|
|
2021
Q4 | $473K | Sell |
943
-16
| -2% | -$8.03K | 0.07% | 179 |
|
|
2021
Q3 | $375K | Buy |
959
+12
| +1% | +$4.69K | 0.06% | 192 |
|
|
2021
Q2 | $379K | Buy |
947
+203
| +27% | +$81.2K | 0.13% | 94 |
|
|
2021
Q1 | $277K | Buy |
+744
| New | +$277K | 0.05% | 199 |
|
|
2020
Q2 | – | Sell |
-2,796
| Closed | -$804K | – | 238 |
|
|
2020
Q1 | $804K | Buy |
2,796
+86
| +3% | +$24.7K | 0.19% | 112 |
|
|
2019
Q4 | $797K | Hold |
2,710
| – | – | 0.15% | 145 |
|
|
2019
Q3 | $689K | Buy |
2,710
+132
| +5% | +$33.6K | 0.13% | 149 |
|
|
2019
Q2 | $652K | Hold |
2,578
| – | – | 0.13% | 150 |
|
|
2019
Q1 | $599K | Buy |
2,578
+10
| +0.4% | +$2.32K | 0.12% | 152 |
|
|
2018
Q4 | $640K | Hold |
2,568
| – | – | 0.14% | 149 |
|
|
2018
Q3 | $683K | Hold |
2,568
| – | – | 0.12% | 143 |
|
|
2018
Q2 | $630K | Sell |
2,568
-300
| -10% | -$73.6K | 0.11% | 152 |
|
|
2018
Q1 | $614K | Sell |
2,868
-32
| -1% | -$6.85K | 0.11% | 144 |
|
|
2017
Q4 | $639K | Buy |
2,900
+16
| +0.6% | +$3.53K | 0.12% | 137 |
|
|
2017
Q3 | $565K | Buy |
2,884
+373
| +15% | +$73.1K | 0.11% | 138 |
|
|
2017
Q2 | $466K | Hold |
2,511
| – | – | 0.1% | 146 |
|
|
2017
Q1 | $412K | Buy |
+2,511
| New | +$412K | 0.09% | 150 |
|
|
2015
Q4 | – | Sell |
-3,219
| Closed | -$373K | – | 229 |
|
|
2015
Q3 | $373K | Hold |
3,219
| – | – | 0.08% | 116 |
|
|
2015
Q2 | $393K | Sell |
3,219
-56
| -2% | -$6.84K | 0.09% | 116 |
|
|
2015
Q1 | $387K | Sell |
3,275
-1,214
| -27% | -$143K | 0.11% | 117 |
|
|
2014
Q4 | $454K | Buy |
+4,489
| New | +$454K | 0.17% | 96 |
|