Sonora Investment Management Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.77M | Buy |
24,898
+821
| +3% | +$256K | 0.58% | 53 |
|
|
2025
Q1 | $12.6M | Buy |
24,077
+563
| +2% | +$295K | 1% | 36 |
|
|
2024
Q4 | $11.9M | Buy |
23,514
+401
| +2% | +$203K | 0.91% | 38 |
|
|
2024
Q3 | $13.5M | Buy |
23,113
+736
| +3% | +$430K | 1% | 35 |
|
|
2024
Q2 | $11.1M | Hold |
22,377
| – | – | 0.87% | 41 |
|
|
2024
Q1 | $11.1M | Buy |
22,377
+971
| +5% | +$480K | 0.87% | 41 |
|
|
2023
Q4 | $11.3M | Buy |
21,406
+1,025
| +5% | +$540K | 0.92% | 42 |
|
|
2023
Q3 | $10.3M | Buy |
20,381
+431
| +2% | +$217K | 0.88% | 43 |
|
|
2023
Q2 | $9.59M | Buy |
19,950
+158
| +0.8% | +$75.9K | 0.8% | 45 |
|
|
2023
Q1 | $9.35M | Buy |
19,792
+1,498
| +8% | +$708K | 0.82% | 45 |
|
|
2022
Q4 | $9.7M | Buy |
18,294
+928
| +5% | +$492K | 0.88% | 38 |
|
|
2022
Q3 | $8.92M | Hold |
17,366
| – | – | 1.15% | 31 |
|
|
2022
Q2 | $8.92M | Buy |
17,366
+932
| +6% | +$479K | 0.84% | 43 |
|
|
2022
Q1 | $8.38M | Buy |
16,434
+1,308
| +9% | +$667K | 0.95% | 38 |
|
|
2021
Q4 | $7.6M | Buy |
+15,126
| New | +$7.6M | 0.88% | 43 |
|