Sterling Investment Counsel’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Sell |
1,139
-2,326
| -67% | -$726K | 0.21% | 82 |
|
|
2025
Q1 | $1.82M | Buy |
3,465
+1,710
| +97% | +$896K | 0.62% | 29 |
|
|
2024
Q4 | $888K | Sell |
1,755
-1,953
| -53% | -$988K | 0.59% | 30 |
|
|
2024
Q3 | $2.17M | Buy |
3,708
+255
| +7% | +$149K | 0.77% | 25 |
|
|
2024
Q2 | $1.76M | Buy |
3,453
+29
| +0.8% | +$14.8K | 0.69% | 28 |
|
|
2024
Q1 | $1.69M | Buy |
3,424
+279
| +9% | +$138K | 0.78% | 25 |
|
|
2023
Q4 | $1.66M | Sell |
3,145
-92
| -3% | -$48.4K | 0.85% | 22 |
|
|
2023
Q3 | $1.63M | Buy |
3,237
+92
| +3% | +$46.4K | 0.94% | 20 |
|
|
2023
Q2 | $1.51M | Buy |
3,145
+115
| +4% | +$55.3K | 0.82% | 22 |
|
|
2023
Q1 | $1.43M | Buy |
3,030
+118
| +4% | +$55.8K | 0.85% | 20 |
|
|
2022
Q4 | $1.54M | Buy |
2,912
+519
| +22% | +$275K | 0.95% | 20 |
|
|
2022
Q3 | $1.21M | Buy |
2,393
+50
| +2% | +$25.2K | 0.88% | 19 |
|
|
2022
Q2 | $1.2M | Buy |
2,343
+1,016
| +77% | +$522K | 0.92% | 17 |
|
|
2022
Q1 | $677K | Sell |
1,327
-412
| -24% | -$210K | 0.46% | 42 |
|
|
2021
Q4 | $873K | Buy |
+1,739
| New | +$873K | 0.59% | 30 |
|