Stanley-Laman Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,150
| Closed | -$4.03M | – | 281 |
|
|
2024
Q1 | $4.03M | Buy |
8,150
+620
| +8% | +$307K | 0.57% | 77 |
|
|
2023
Q4 | $3.96M | Sell |
7,530
-1,537
| -17% | -$809K | 0.61% | 56 |
|
|
2023
Q3 | $4.57M | Sell |
9,067
-242
| -3% | -$122K | 0.78% | 37 |
|
|
2023
Q2 | $4.47M | Buy |
9,309
+47
| +0.5% | +$22.6K | 0.74% | 41 |
|
|
2023
Q1 | $4.38M | Buy |
9,262
+624
| +7% | +$295K | 0.78% | 38 |
|
|
2022
Q4 | $4.58M | Sell |
8,638
-1,027
| -11% | -$544K | 0.87% | 33 |
|
|
2022
Q3 | $4.88M | Sell |
9,665
-419
| -4% | -$212K | 0.93% | 27 |
|
|
2022
Q2 | $5.18M | Buy |
10,084
+665
| +7% | +$342K | 0.92% | 26 |
|
|
2022
Q1 | $4.8M | Buy |
9,419
+207
| +2% | +$106K | 0.67% | 37 |
|
|
2021
Q4 | $4.63M | Buy |
9,212
+1,509
| +20% | +$758K | 0.54% | 47 |
|
|
2021
Q3 | $3.01M | Buy |
7,703
+861
| +13% | +$336K | 0.39% | 58 |
|
|
2021
Q2 | $2.74M | Buy |
6,842
+125
| +2% | +$50.1K | 0.39% | 65 |
|
|
2021
Q1 | $2.5M | Buy |
6,717
+147
| +2% | +$54.7K | 0.41% | 58 |
|
|
2020
Q4 | $2.3M | Buy |
6,570
+1,145
| +21% | +$402K | 0.41% | 58 |
|
|
2020
Q3 | $1.69M | Buy |
5,425
+181
| +3% | +$56.4K | 0.37% | 68 |
|
|
2020
Q2 | $1.55M | Buy |
5,244
+430
| +9% | +$127K | 0.37% | 66 |
|
|
2020
Q1 | $1.2M | Sell |
4,814
-175
| -4% | -$43.6K | 0.36% | 74 |
|
|
2019
Q4 | $1.47M | Sell |
4,989
-520
| -9% | -$153K | 0.35% | 88 |
|
|
2019
Q3 | $1.2M | Sell |
5,509
-381
| -6% | -$82.8K | 0.3% | 101 |
|
|
2019
Q2 | $1.44M | Buy |
5,890
+234
| +4% | +$57.1K | 0.34% | 82 |
|
|
2019
Q1 | $1.4M | Buy |
5,656
+252
| +5% | +$62.3K | 0.34% | 83 |
|
|
2018
Q4 | $1.35M | Sell |
5,404
-308
| -5% | -$76.7K | 0.37% | 80 |
|
|
2018
Q3 | $1.52M | Sell |
5,712
-1
| -0% | -$266 | 0.37% | 88 |
|
|
2018
Q2 | $1.4M | Buy |
5,713
+216
| +4% | +$53K | 0.31% | 94 |
|
|
2018
Q1 | $1.18M | Buy |
5,497
+485
| +10% | +$104K | 0.27% | 108 |
|
|
2017
Q4 | $1.11M | Sell |
5,012
-94
| -2% | -$20.7K | 0.24% | 113 |
|
|
2017
Q3 | $1M | Buy |
5,106
+196
| +4% | +$38.4K | 0.27% | 96 |
|
|
2017
Q2 | $910K | Sell |
4,910
-34
| -0.7% | -$6.3K | 0.25% | 90 |
|
|
2017
Q1 | $811K | Buy |
4,944
+329
| +7% | +$54K | 0.22% | 113 |
|
|
2016
Q4 | $739K | Buy |
4,615
+1,957
| +74% | +$313K | 0.23% | 136 |
|
|
2016
Q3 | $372K | Buy |
2,658
+228
| +9% | +$31.9K | 0.15% | 154 |
|
|
2016
Q2 | $343K | Sell |
2,430
-3,683
| -60% | -$520K | 0.13% | 172 |
|
|
2016
Q1 | $788K | Sell |
6,113
-19,690
| -76% | -$2.54M | 0.15% | 140 |
|
|
2015
Q4 | $3.04M | Buy |
25,803
+9,626
| +60% | +$1.13M | 0.52% | 60 |
|
|
2015
Q3 | $1.88M | Buy |
16,177
+2,728
| +20% | +$317K | 0.38% | 77 |
|
|
2015
Q2 | $1.64M | Buy |
13,449
+355
| +3% | +$43.3K | 0.3% | 94 |
|
|
2015
Q1 | $1.55M | Buy |
13,094
+2,265
| +21% | +$268K | 0.28% | 96 |
|
|
2014
Q4 | $1.1M | Buy |
10,829
+2,159
| +25% | +$218K | 0.21% | 118 |
|
|
2014
Q3 | $748K | Buy |
8,670
+299
| +4% | +$25.8K | 0.15% | 146 |
|
|
2014
Q2 | $684K | Buy |
+8,371
| New | +$684K | 0.13% | 159 |
|