SI
Stephens Inc’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.09M | Sell |
29,138
-2,588
| -8% | -$807K | 0.12% | 170 |
|
|
2025
Q1 | $16.6M | Sell |
31,726
-2,119
| -6% | -$1.11M | 0.24% | 100 |
|
|
2024
Q4 | $17.1M | Sell |
33,845
-8,601
| -20% | -$4.35M | 0.24% | 97 |
|
|
2024
Q3 | $24.8M | Buy |
42,446
+525
| +1% | +$307K | 0.35% | 67 |
|
|
2024
Q2 | $21.3M | Sell |
41,921
-35,674
| -46% | -$18.2M | 0.33% | 71 |
|
|
2024
Q1 | $38.4M | Sell |
77,595
-823
| -1% | -$407K | 0.6% | 32 |
|
|
2023
Q4 | $41.3M | Buy |
78,418
+9,370
| +14% | +$4.93M | 0.71% | 24 |
|
|
2023
Q3 | $34.8M | Sell |
69,048
-8,896
| -11% | -$4.49M | 0.67% | 28 |
|
|
2023
Q2 | $37.5M | Buy |
77,944
+5,256
| +7% | +$2.53M | 0.67% | 26 |
|
|
2023
Q1 | $34.4M | Sell |
72,688
-5,766
| -7% | -$2.72M | 0.66% | 26 |
|
|
2022
Q4 | $41.6M | Buy |
78,454
+3,654
| +5% | +$1.94M | 0.85% | 15 |
|
|
2022
Q3 | $37.8M | Sell |
74,800
-787
| -1% | -$397K | 0.81% | 17 |
|
|
2022
Q2 | $38.8M | Sell |
75,587
-3,384
| -4% | -$1.74M | 0.78% | 18 |
|
|
2022
Q1 | $40.3M | Buy |
78,971
+4,485
| +6% | +$2.29M | 0.66% | 27 |
|
|
2021
Q4 | $37.4M | Sell |
74,486
-1,220
| -2% | -$613K | 0.57% | 34 |
|
|
2021
Q3 | $29.6M | Sell |
75,706
-4,996
| -6% | -$1.95M | 0.46% | 47 |
|
|
2021
Q2 | $32.3M | Buy |
80,702
+6,804
| +9% | +$2.72M | 0.48% | 41 |
|
|
2021
Q1 | $27.5M | Buy |
73,898
+5,374
| +8% | +$2M | 0.45% | 47 |
|
|
2020
Q4 | $24M | Buy |
68,524
+3,517
| +5% | +$1.23M | 0.43% | 48 |
|
|
2020
Q3 | $20.3M | Buy |
65,007
+16,337
| +34% | +$5.09M | 0.4% | 57 |
|
|
2020
Q2 | $14.4M | Buy |
48,670
+246
| +0.5% | +$72.6K | 0.31% | 75 |
|
|
2020
Q1 | $12.1M | Sell |
48,424
-1,133
| -2% | -$283K | 0.32% | 66 |
|
|
2019
Q4 | $14.6M | Sell |
49,557
-1,625
| -3% | -$478K | 0.31% | 78 |
|
|
2019
Q3 | $11.1M | Sell |
51,182
-3,544
| -6% | -$770K | 0.24% | 97 |
|
|
2019
Q2 | $13.4M | Buy |
54,726
+3,406
| +7% | +$831K | 0.3% | 76 |
|
|
2019
Q1 | $12.7M | Buy |
51,320
+2,611
| +5% | +$646K | 0.3% | 85 |
|
|
2018
Q4 | $12.1M | Buy |
48,709
+5,229
| +12% | +$1.3M | 0.34% | 69 |
|
|
2018
Q3 | $11.6M | Buy |
43,480
+134
| +0.3% | +$35.6K | 0.29% | 78 |
|
|
2018
Q2 | $10.6M | Sell |
43,346
-5,207
| -11% | -$1.28M | 0.32% | 70 |
|
|
2018
Q1 | $10.4M | Buy |
48,553
+2,768
| +6% | +$592K | 0.39% | 58 |
|
|
2017
Q4 | $10.1M | Sell |
45,785
-2,328
| -5% | -$513K | 0.38% | 59 |
|
|
2017
Q3 | $9.42M | Sell |
48,113
-216
| -0.4% | -$42.3K | 0.34% | 62 |
|
|
2017
Q2 | $8.96M | Sell |
48,329
-2,906
| -6% | -$539K | 0.31% | 65 |
|
|
2017
Q1 | $8.4M | Buy |
51,235
+26,033
| +103% | +$4.27M | 0.31% | 66 |
|
|
2016
Q4 | $4.03M | Sell |
25,202
-111
| -0.4% | -$17.8K | 0.16% | 138 |
|
|
2016
Q3 | $3.54M | Sell |
25,313
-642
| -2% | -$89.9K | 0.16% | 142 |
|
|
2016
Q2 | $3.67M | Buy |
25,955
+11,122
| +75% | +$1.57M | 0.16% | 134 |
|
|
2016
Q1 | $1.91M | Buy |
14,833
+324
| +2% | +$41.8K | 0.09% | 233 |
|
|
2015
Q4 | $1.71M | Buy |
14,509
+27
| +0.2% | +$3.18K | 0.09% | 239 |
|
|
2015
Q3 | $1.68M | Sell |
14,482
-14
| -0.1% | -$1.62K | 0.09% | 234 |
|
|
2015
Q2 | $1.77M | Sell |
14,496
-992
| -6% | -$121K | 0.08% | 260 |
|
|
2015
Q1 | $1.83M | Sell |
15,488
-226
| -1% | -$26.7K | 0.08% | 249 |
|
|
2014
Q4 | $1.59M | Buy |
15,714
+4,074
| +35% | +$412K | 0.08% | 262 |
|
|
2014
Q3 | $1M | Buy |
11,640
+129
| +1% | +$11.1K | 0.05% | 333 |
|
|
2014
Q2 | $941K | Sell |
11,511
-657
| -5% | -$53.7K | 0.05% | 340 |
|
|
2014
Q1 | $998K | Sell |
12,168
-922
| -7% | -$75.6K | 0.05% | 321 |
|
|
2013
Q4 | $986K | Sell |
13,090
-1,420
| -10% | -$107K | 0.05% | 333 |
|
|
2013
Q3 | $1.04M | Buy |
14,510
+1,113
| +8% | +$79.7K | 0.06% | 314 |
|
|
2013
Q2 | $877K | Buy |
+13,397
| New | +$877K | 0.05% | 315 |
|