Spirit of America Management Corp’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Hold |
1,550
| – | – | 0.1% | 183 |
|
|
2025
Q1 | $812K | Sell |
1,550
-400
| -21% | -$210K | 0.16% | 134 |
|
|
2024
Q4 | $986K | Sell |
1,950
-400
| -17% | -$202K | 0.2% | 115 |
|
|
2024
Q3 | $1.37M | Hold |
2,350
| – | – | 0.27% | 86 |
|
|
2024
Q2 | $1.2M | Hold |
2,350
| – | – | 0.24% | 90 |
|
|
2024
Q1 | $1.16M | Sell |
2,350
-100
| -4% | -$49.5K | 0.23% | 97 |
|
|
2023
Q4 | $1.29M | Hold |
2,450
| – | – | 0.28% | 86 |
|
|
2023
Q3 | $1.24M | Hold |
2,450
| – | – | 0.28% | 77 |
|
|
2023
Q2 | $1.18M | Hold |
2,450
| – | – | 0.27% | 89 |
|
|
2023
Q1 | $1.16M | Sell |
2,450
-75
| -3% | -$35.4K | 0.26% | 87 |
|
|
2022
Q4 | $1.34M | Hold |
2,525
| – | – | 0.3% | 84 |
|
|
2022
Q3 | $1.28M | Buy |
2,525
+150
| +6% | +$75.7K | 0.3% | 82 |
|
|
2022
Q2 | $1.22M | Hold |
2,375
| – | – | 0.28% | 89 |
|
|
2022
Q1 | $1.21M | Hold |
2,375
| – | – | 0.24% | 98 |
|
|
2021
Q4 | $1.19M | Hold |
2,375
| – | – | 0.24% | 104 |
|
|
2021
Q3 | $928K | Sell |
2,375
-350
| -13% | -$137K | 0.2% | 116 |
|
|
2021
Q2 | $1.09M | Hold |
2,725
| – | – | 0.23% | 107 |
|
|
2021
Q1 | $1.01M | Sell |
2,725
-1,325
| -33% | -$493K | 0.24% | 102 |
|
|
2020
Q4 | $1.42M | Sell |
4,050
-400
| -9% | -$140K | 0.36% | 81 |
|
|
2020
Q3 | $1.39M | Sell |
4,450
-1,200
| -21% | -$374K | 0.38% | 76 |
|
|
2020
Q2 | $1.67M | Sell |
5,650
-1,350
| -19% | -$398K | 0.43% | 63 |
|
|
2020
Q1 | $1.75M | Sell |
7,000
-800
| -10% | -$200K | 0.56% | 45 |
|
|
2019
Q4 | $2.29M | Sell |
7,800
-1,550
| -17% | -$456K | 0.4% | 57 |
|
|
2019
Q3 | $2.03M | Sell |
9,350
-100
| -1% | -$21.7K | 0.33% | 69 |
|
|
2019
Q2 | $2.31M | Sell |
9,450
-100
| -1% | -$24.4K | 0.35% | 64 |
|
|
2019
Q1 | $2.36M | Hold |
9,550
| – | – | 0.35% | 62 |
|
|
2018
Q4 | $2.38M | Hold |
9,550
| – | – | 0.38% | 61 |
|
|
2018
Q3 | $2.54M | Sell |
9,550
-200
| -2% | -$53.2K | 0.32% | 64 |
|
|
2018
Q2 | $2.39M | Hold |
9,750
| – | – | 0.3% | 67 |
|
|
2018
Q1 | $2.09M | Buy |
9,750
+250
| +3% | +$53.5K | 0.27% | 79 |
|
|
2017
Q4 | $2.09M | Hold |
9,500
| – | – | 0.23% | 87 |
|
|
2017
Q3 | $1.86M | Hold |
9,500
| – | – | 0.2% | 96 |
|
|
2017
Q2 | $1.76M | Hold |
9,500
| – | – | 0.19% | 99 |
|
|
2017
Q1 | $1.56M | Hold |
9,500
| – | – | 0.17% | 102 |
|
|
2016
Q4 | $1.52M | Sell |
9,500
-1,500
| -14% | -$240K | 0.18% | 101 |
|
|
2016
Q3 | $1.54M | Sell |
11,000
-1,400
| -11% | -$196K | 0.2% | 99 |
|
|
2016
Q2 | $1.75M | Hold |
12,400
| – | – | 0.26% | 82 |
|
|
2016
Q1 | $1.6M | Hold |
12,400
| – | – | 0.28% | 83 |
|
|
2015
Q4 | $1.46M | Sell |
12,400
-1,000
| -7% | -$118K | 0.28% | 83 |
|
|
2015
Q3 | $1.56M | Sell |
13,400
-2,400
| -15% | -$279K | 0.32% | 77 |
|
|
2015
Q2 | $1.93M | Hold |
15,800
| – | – | 0.37% | 67 |
|
|
2015
Q1 | $1.87M | Hold |
15,800
| – | – | 0.4% | 69 |
|
|
2014
Q4 | $1.6M | Hold |
15,800
| – | – | 0.41% | 69 |
|
|
2014
Q3 | $1.36M | Hold |
15,800
| – | – | 0.41% | 63 |
|
|
2014
Q2 | $1.29M | Hold |
15,800
| – | – | 0.52% | 60 |
|
|
2014
Q1 | $1.3M | Buy |
+15,800
| New | +$1.3M | 0.53% | 55 |
|
|
2013
Q4 | – | Sell |
-15,800
| Closed | -$1.13M | – | 183 |
|
|
2013
Q3 | $1.13M | Hold |
15,800
| – | – | 0.42% | 70 |
|
|
2013
Q2 | $1.04M | Buy |
+15,800
| New | +$1.04M | 0.37% | 78 |
|