SlateStone Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
7,228
-519
| -7% | -$162K | 0.21% | 94 |
|
|
2025
Q1 | $4.06M | Sell |
7,747
-2,836
| -27% | -$1.49M | 0.41% | 70 |
|
|
2024
Q4 | $5.35M | Buy |
10,583
+86
| +0.8% | +$43.5K | 0.53% | 56 |
|
|
2024
Q3 | $6.14M | Sell |
10,497
-2,537
| -19% | -$1.48M | 0.55% | 54 |
|
|
2024
Q2 | $6.64M | Buy |
13,034
+688
| +6% | +$350K | 0.72% | 39 |
|
|
2024
Q1 | $6.11M | Sell |
12,346
-119
| -1% | -$58.9K | 0.61% | 47 |
|
|
2023
Q4 | $6.56M | Buy |
12,465
+172
| +1% | +$90.5K | 0.85% | 30 |
|
|
2023
Q3 | $6.2M | Buy |
12,293
+978
| +9% | +$493K | 0.9% | 27 |
|
|
2023
Q2 | $5.44M | Sell |
11,315
-42
| -0.4% | -$20.2K | 1.02% | 24 |
|
|
2023
Q1 | $5.37M | Sell |
11,357
-54
| -0.5% | -$25.5K | 1.11% | 19 |
|
|
2022
Q4 | $6.05M | Buy |
11,411
+156
| +1% | +$82.7K | 1.46% | 16 |
|
|
2022
Q3 | $5.68M | Buy |
11,255
+249
| +2% | +$126K | 1.51% | 14 |
|
|
2022
Q2 | $5.65M | Buy |
11,006
+87
| +0.8% | +$44.7K | 1.44% | 14 |
|
|
2022
Q1 | $5.57M | Sell |
10,919
-815
| -7% | -$416K | 1.24% | 18 |
|
|
2021
Q4 | $5.89M | Buy |
11,734
+1,244
| +12% | +$625K | 1.26% | 15 |
|
|
2021
Q3 | $4.1M | Sell |
10,490
-451
| -4% | -$176K | 0.94% | 26 |
|
|
2021
Q2 | $4.38M | Buy |
10,941
+103
| +1% | +$41.2K | 1% | 25 |
|
|
2021
Q1 | $4.03M | Sell |
10,838
-356
| -3% | -$132K | 1% | 24 |
|
|
2020
Q4 | $3.93M | Sell |
11,194
-3,613
| -24% | -$1.27M | 0.98% | 24 |
|
|
2020
Q3 | $4.62M | Buy |
14,807
+1,161
| +9% | +$362K | 1% | 26 |
|
|
2020
Q2 | $4.02M | Buy |
13,646
+523
| +4% | +$154K | 0.9% | 27 |
|
|
2020
Q1 | $3.27M | Buy |
13,123
+978
| +8% | +$244K | 0.93% | 29 |
|
|
2019
Q4 | $3.57M | Sell |
12,145
-560
| -4% | -$165K | 0.82% | 35 |
|
|
2019
Q3 | $2.76M | Sell |
12,705
-1,578
| -11% | -$343K | 0.81% | 33 |
|
|
2019
Q2 | $3.49M | Sell |
14,283
-1,176
| -8% | -$287K | 0.98% | 29 |
|
|
2019
Q1 | $3.82M | Buy |
15,459
+2,067
| +15% | +$511K | 1.17% | 25 |
|
|
2018
Q4 | $3.34M | Buy |
+13,392
| New | +$3.34M | 1.53% | 16 |
|