SimplyRich’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Sell |
15,114
-55
| -0.4% | -$17.2K | 1.31% | 13 |
|
|
2025
Q1 | $7.94M | Hold |
15,169
| – | – | 2.3% | 9 |
|
|
2024
Q4 | $7.67M | Sell |
15,169
-136
| -0.9% | -$68.8K | 2.19% | 8 |
|
|
2024
Q3 | $8.95M | Buy |
15,305
+106
| +0.7% | +$62K | 2.49% | 9 |
|
|
2024
Q2 | $7.74M | Buy |
15,199
+1
| +0% | +$509 | 2.45% | 9 |
|
|
2024
Q1 | $7.52M | Buy |
15,198
+13
| +0.1% | +$6.43K | 2.43% | 9 |
|
|
2023
Q4 | $7.99M | Sell |
15,185
-91
| -0.6% | -$47.9K | 2.75% | 9 |
|
|
2023
Q3 | $7.7M | Sell |
15,276
-17
| -0.1% | -$8.57K | 3.74% | 6 |
|
|
2023
Q2 | $7.35M | Buy |
15,293
+1
| +0% | +$481 | 2.62% | 9 |
|
|
2023
Q1 | $7.23M | Sell |
15,292
-16
| -0.1% | -$7.56K | 2.72% | 8 |
|
|
2022
Q4 | $8.12M | Hold |
15,308
| – | – | 3.23% | 7 |
|
|
2022
Q3 | $7.73M | Hold |
15,308
| – | – | 3.48% | 7 |
|
|
2022
Q2 | $7.86M | Hold |
15,308
| – | – | 3.26% | 7 |
|
|
2022
Q1 | $7.81M | Sell |
15,308
-24
| -0.2% | -$12.2K | 2.73% | 9 |
|
|
2021
Q4 | $7.7M | Sell |
15,332
-35
| -0.2% | -$17.6K | 2.56% | 9 |
|
|
2021
Q3 | $6M | Buy |
15,367
+26
| +0.2% | +$10.2K | 2.18% | 9 |
|
|
2021
Q2 | $6.14M | Buy |
15,341
+42
| +0.3% | +$16.8K | 2.82% | 5 |
|
|
2021
Q1 | $5.69M | Sell |
15,299
-97
| -0.6% | -$36.1K | 2.26% | 9 |
|
|
2020
Q4 | $5.4M | Sell |
15,396
-26
| -0.2% | -$9.12K | 2.41% | 9 |
|
|
2020
Q3 | $4.81M | Sell |
15,422
-31
| -0.2% | -$9.67K | 2.41% | 8 |
|
|
2020
Q2 | $4.48M | Buy |
15,453
+20
| +0.1% | +$5.8K | 2.46% | 9 |
|
|
2020
Q1 | $3.88M | Sell |
15,433
-480
| -3% | -$121K | 2.58% | 9 |
|
|
2019
Q4 | $4.68M | Buy |
15,913
+65
| +0.4% | +$19.1K | 2.35% | 7 |
|
|
2019
Q3 | $3.41M | Sell |
15,848
-56
| -0.4% | -$12.1K | 1.86% | 11 |
|
|
2019
Q2 | $3.88M | Buy |
15,904
+14
| +0.1% | +$3.42K | 2.14% | 8 |
|
|
2019
Q1 | $3.93M | Buy |
15,890
+42
| +0.3% | +$10.4K | 3.2% | 6 |
|
|
2018
Q4 | $3.9M | Sell |
15,848
-175
| -1% | -$43.1K | 3.59% | 5 |
|
|
2018
Q3 | $4.26M | Hold |
16,023
| – | – | 2.33% | 6 |
|
|
2018
Q2 | $3.93M | Hold |
16,023
| – | – | 2.26% | 6 |
|
|
2018
Q1 | $3.43M | Sell |
16,023
-831
| -5% | -$178K | 1.92% | 6 |
|
|
2017
Q4 | $3.72M | Buy |
+16,854
| New | +$3.72M | 2.08% | 6 |
|