SFM
Stack Financial Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-50,928
| Closed | -$26.7M | – | 55 |
|
|
2025
Q1 | $26.7M | Sell |
50,928
-278
| -0.5% | -$146K | 2.22% | 15 |
|
|
2024
Q4 | $25.9M | Sell |
51,206
-230
| -0.4% | -$116K | 2.37% | 12 |
|
|
2024
Q3 | $30.1M | Buy |
51,436
+150
| +0.3% | +$87.7K | 2.7% | 10 |
|
|
2024
Q2 | $26.1M | Buy |
51,286
+143
| +0.3% | +$72.8K | 2.42% | 12 |
|
|
2024
Q1 | $25.3M | Buy |
51,143
+133
| +0.3% | +$65.8K | 2.32% | 15 |
|
|
2023
Q4 | $26.9M | Sell |
51,010
-1,029
| -2% | -$542K | 3.03% | 9 |
|
|
2023
Q3 | $26.2M | Buy |
52,039
+283
| +0.5% | +$143K | 3.06% | 8 |
|
|
2023
Q2 | $24.9M | Buy |
51,756
+116
| +0.2% | +$55.8K | 2.78% | 11 |
|
|
2023
Q1 | $24.4M | Buy |
51,640
+1,255
| +2% | +$593K | 2.97% | 10 |
|
|
2022
Q4 | $26.7M | Buy |
50,385
+566
| +1% | +$300K | 2.69% | 10 |
|
|
2022
Q3 | $25.2M | Buy |
49,819
+19
| +0% | +$9.6K | 2.64% | 10 |
|
|
2022
Q2 | $25.6M | Sell |
49,800
-374
| -0.7% | -$192K | 2.54% | 11 |
|
|
2022
Q1 | $25.6M | Buy |
50,174
+238
| +0.5% | +$121K | 2.06% | 14 |
|
|
2021
Q4 | $25.1M | Sell |
49,936
-285
| -0.6% | -$143K | 2.16% | 14 |
|
|
2021
Q3 | $19.6M | Sell |
50,221
-422
| -0.8% | -$165K | 1.87% | 23 |
|
|
2021
Q2 | $20.3M | Buy |
50,643
+219
| +0.4% | +$87.7K | 1.74% | 23 |
|
|
2021
Q1 | $18.8M | Buy |
50,424
+110
| +0.2% | +$40.9K | 1.58% | 26 |
|
|
2020
Q4 | $17.6M | Buy |
50,314
+98
| +0.2% | +$34.4K | 1.56% | 28 |
|
|
2020
Q3 | $15.7M | Buy |
50,216
+680
| +1% | +$212K | 1.57% | 31 |
|
|
2020
Q2 | $14.6M | Buy |
49,536
+239
| +0.5% | +$70.5K | 1.66% | 29 |
|
|
2020
Q1 | $12.3M | Buy |
+49,297
| New | +$12.3M | 1.93% | 25 |
|