SOL Capital 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 | $5.91M | Buy |
18,937
+3,426
| +22% | +$1.07M | 0.57% | 47 |
|
|
2025
Q1 | $8.12M | Buy |
15,511
+200
| +1% | +$105K | 0.9% | 28 |
|
|
2024
Q4 | $7.75M | Sell |
15,311
-27
| -0.2% | -$13.7K | 0.86% | 31 |
|
|
2024
Q3 | $8.97M | Buy |
15,338
+20
| +0.1% | +$11.7K | 1% | 24 |
|
|
2024
Q2 | $7.8M | Buy |
15,318
+815
| +6% | +$415K | 0.94% | 27 |
|
|
2024
Q1 | $7.18M | Buy |
14,503
+335
| +2% | +$166K | 0.9% | 28 |
|
|
2023
Q4 | $7.46M | Sell |
14,168
-50
| -0.4% | -$26.3K | 1.01% | 25 |
|
|
2023
Q3 | $7.17M | Sell |
14,218
-165
| -1% | -$83.2K | 1.11% | 23 |
|
|
2023
Q2 | $6.91M | Buy |
14,383
+370
| +3% | +$178K | 1.05% | 25 |
|
|
2023
Q1 | $6.62M | Buy |
14,013
+170
| +1% | +$80.3K | 1.09% | 22 |
|
|
2022
Q4 | $7.34M | Sell |
13,843
-75
| -0.5% | -$39.8K | 1.3% | 16 |
|
|
2022
Q3 | $7.03M | Sell |
13,918
-372
| -3% | -$188K | 1.46% | 12 |
|
|
2022
Q2 | $7.34M | Buy |
14,290
+480
| +3% | +$247K | 1.49% | 11 |
|
|
2022
Q1 | $7.04M | Sell |
13,810
-825
| -6% | -$421K | 1.27% | 17 |
|
|
2021
Q4 | $7.35M | Sell |
14,635
-115
| -0.8% | -$57.7K | 1.33% | 16 |
|
|
2021
Q3 | $5.76M | Sell |
14,750
-266
| -2% | -$104K | 1.15% | 21 |
|
|
2021
Q2 | $6.01M | Sell |
15,016
-1,110
| -7% | -$444K | 1.19% | 22 |
|
|
2021
Q1 | $6M | Sell |
16,126
-269
| -2% | -$100K | 1.27% | 17 |
|
|
2020
Q4 | $5.75M | Sell |
16,395
-315
| -2% | -$110K | 1.34% | 13 |
|
|
2020
Q3 | $5.21M | Sell |
16,710
-923
| -5% | -$288K | 1.43% | 13 |
|
|
2020
Q2 | $5.2M | Sell |
17,633
-330
| -2% | -$97.3K | 1.47% | 13 |
|
|
2020
Q1 | $4.48M | Sell |
17,963
-310
| -2% | -$77.3K | 1.48% | 13 |
|
|
2019
Q4 | $5.37M | Buy |
18,273
+125
| +0.7% | +$36.7K | 1.36% | 11 |
|
|
2019
Q3 | $3.94M | Buy |
18,148
+344
| +2% | +$74.8K | 1.08% | 25 |
|
|
2019
Q2 | $4.34M | Buy |
17,804
+1,070
| +6% | +$261K | 1.18% | 15 |
|
|
2019
Q1 | $4.14M | Buy |
16,734
+30
| +0.2% | +$7.42K | 1.15% | 15 |
|
|
2018
Q4 | $4.16M | Sell |
16,704
-330
| -2% | -$82.2K | 1.33% | 13 |
|
|
2018
Q3 | $4.53M | Sell |
17,034
-155
| -0.9% | -$41.2K | 1.22% | 14 |
|
|
2018
Q2 | $4.22M | Sell |
17,189
-56
| -0.3% | -$13.7K | 1.2% | 14 |
|
|
2018
Q1 | $3.69M | Sell |
17,245
-402
| -2% | -$86K | 1.06% | 21 |
|
|
2017
Q4 | $3.89M | Sell |
17,647
-3,163
| -15% | -$697K | 1.11% | 20 |
|
|
2017
Q3 | $4.08M | Sell |
20,810
-640
| -3% | -$125K | 1.15% | 20 |
|
|
2017
Q2 | $3.98M | Sell |
21,450
-1,767
| -8% | -$328K | 1.09% | 19 |
|
|
2017
Q1 | $3.81M | Sell |
23,217
-1,314
| -5% | -$216K | 1.08% | 18 |
|
|
2016
Q4 | $3.93M | Sell |
24,531
-220
| -0.9% | -$35.2K | 1.18% | 19 |
|
|
2016
Q3 | $3.47M | Sell |
24,751
-300
| -1% | -$42K | 1.16% | 19 |
|
|
2016
Q2 | $3.54M | Sell |
25,051
-360
| -1% | -$50.8K | 1.18% | 17 |
|
|
2016
Q1 | $3.28M | Sell |
25,411
-100
| -0.4% | -$12.9K | 1.11% | 20 |
|
|
2015
Q4 | $3M | Sell |
25,511
-790
| -3% | -$92.9K | 1.06% | 22 |
|
|
2015
Q3 | $3.05M | Sell |
26,301
-1,800
| -6% | -$209K | 1.18% | 16 |
|
|
2015
Q2 | $3.43M | Sell |
28,101
-1,602
| -5% | -$195K | 1.25% | 15 |
|
|
2015
Q1 | $3.51M | Sell |
29,703
-550
| -2% | -$65.1K | 1.29% | 13 |
|
|
2014
Q4 | $3.06M | Sell |
30,253
-950
| -3% | -$96K | 1.19% | 14 |
|
|
2014
Q3 | $2.69M | Sell |
31,203
-1,250
| -4% | -$108K | 1.12% | 14 |
|
|
2014
Q2 | $2.65M | Sell |
32,453
-200
| -0.6% | -$16.4K | 1.06% | 16 |
|
|
2014
Q1 | $2.68M | Sell |
32,653
-1,200
| -4% | -$98.4K | 1.05% | 14 |
|
|
2013
Q4 | $2.55M | Buy |
33,853
+794
| +2% | +$59.8K | 0.98% | 13 |
|
|
2013
Q3 | $2.37M | Sell |
33,059
-1,959
| -6% | -$140K | 0.98% | 12 |
|
|
2013
Q2 | $2.29M | Buy |
+35,018
| New | +$2.29M | 0.93% | 17 |
|