St. Johns Investment 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 | $1.12M | Buy |
3,592
+991
| +38% | +$309K | 0.51% | 46 |
|
2025
Q1 | $1.36M | Buy |
2,601
+60
| +2% | +$31.4K | 0.67% | 42 |
|
2024
Q4 | $1.29M | Sell |
2,541
-105
| -4% | -$53.1K | 0.6% | 42 |
|
2024
Q3 | $1.55M | Sell |
2,646
-413
| -14% | -$241K | 0.73% | 39 |
|
2024
Q2 | $1.56M | Sell |
3,059
-91
| -3% | -$46.3K | 0.74% | 37 |
|
2024
Q1 | $1.56M | Buy |
3,150
+626
| +25% | +$310K | 0.75% | 36 |
|
2023
Q4 | $1.33M | Sell |
2,524
-207
| -8% | -$109K | 0.68% | 40 |
|
2023
Q3 | $1.38M | Buy |
2,731
+32
| +1% | +$16.1K | 0.79% | 38 |
|
2023
Q2 | $1.3M | Buy |
2,699
+138
| +5% | +$66.3K | 0.7% | 43 |
|
2023
Q1 | $1.21M | Buy |
2,561
+32
| +1% | +$15.1K | 0.7% | 44 |
|
2022
Q4 | $1.34M | Buy |
2,529
+11
| +0.4% | +$5.83K | 0.8% | 40 |
|
2022
Q3 | $1.27M | Buy |
2,518
+8
| +0.3% | +$4.04K | 0.84% | 35 |
|
2022
Q2 | $1.29M | Sell |
2,510
-37
| -1% | -$19K | 0.82% | 36 |
|
2022
Q1 | $1.3M | Sell |
2,547
-210
| -8% | -$107K | 0.69% | 45 |
|
2021
Q4 | $1.38M | Sell |
2,757
-90
| -3% | -$45.2K | 0.7% | 42 |
|
2021
Q3 | $1.11M | Sell |
2,847
-41
| -1% | -$16K | 0.61% | 52 |
|
2021
Q2 | $1.16M | Sell |
2,888
-193
| -6% | -$77.3K | 0.63% | 51 |
|
2021
Q1 | $1.15M | Buy |
3,081
+232
| +8% | +$86.3K | 0.66% | 50 |
|
2020
Q4 | $999K | Sell |
2,849
-102
| -3% | -$35.8K | 0.62% | 50 |
|
2020
Q3 | $920K | Buy |
2,951
+234
| +9% | +$73K | 0.62% | 52 |
|
2020
Q2 | $801K | Buy |
2,717
+332
| +14% | +$97.9K | 0.59% | 51 |
|
2020
Q1 | $595K | Buy |
2,385
+284
| +14% | +$70.9K | 0.53% | 52 |
|
2019
Q4 | $618K | Buy |
2,101
+46
| +2% | +$13.5K | 0.43% | 63 |
|
2019
Q3 | $447K | Buy |
2,055
+308
| +18% | +$67K | 0.33% | 70 |
|
2019
Q2 | $426K | Buy |
1,747
+470
| +37% | +$115K | 0.32% | 72 |
|
2019
Q1 | $316K | Buy |
+1,277
| New | +$316K | 0.24% | 74 |
|