SIM
Sterling Investment Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
4,193
-18
| -0.4% | -$5.62K | 0.87% | 34 |
|
|
2025
Q1 | $2.21M | Sell |
4,211
-116
| -3% | -$60.8K | 1.57% | 24 |
|
|
2024
Q4 | $2.19M | Sell |
4,327
-54
| -1% | -$27.3K | 1.72% | 22 |
|
|
2024
Q3 | $2.56M | Sell |
4,381
-275
| -6% | -$161K | 1.94% | 19 |
|
|
2024
Q2 | $2.37M | Sell |
4,656
-608
| -12% | -$310K | 1.8% | 20 |
|
|
2024
Q1 | $2.6M | Buy |
5,264
+1
| +0% | +$495 | 1.84% | 18 |
|
|
2023
Q4 | $2.77M | Sell |
5,263
-13
| -0.2% | -$6.84K | 2.03% | 14 |
|
|
2023
Q3 | $2.66M | Sell |
5,276
-75
| -1% | -$37.8K | 2.37% | 15 |
|
|
2023
Q2 | $2.57M | Sell |
5,351
-52
| -1% | -$25K | 2.04% | 15 |
|
|
2023
Q1 | $2.55M | Buy |
5,403
+991
| +22% | +$468K | 2.03% | 14 |
|
|
2022
Q4 | $2.34M | Sell |
4,412
-285
| -6% | -$151K | 1.88% | 15 |
|
|
2022
Q3 | $2.37M | Buy |
4,697
+1,379
| +42% | +$696K | 2% | 13 |
|
|
2022
Q2 | $1.7M | Buy |
3,318
+981
| +42% | +$504K | 1.42% | 20 |
|
|
2022
Q1 | $1.19M | Sell |
2,337
-380
| -14% | -$194K | 0.84% | 43 |
|
|
2021
Q4 | $1.36M | Sell |
2,717
-16
| -0.6% | -$8.03K | 0.85% | 45 |
|
|
2021
Q3 | $1.07M | Sell |
2,733
-60
| -2% | -$23.4K | 0.68% | 49 |
|
|
2021
Q2 | $1.12M | Sell |
2,793
-87
| -3% | -$34.8K | 0.73% | 42 |
|
|
2021
Q1 | $1.07M | Sell |
2,880
-136
| -5% | -$50.6K | 0.73% | 40 |
|
|
2020
Q4 | $1.06M | Buy |
3,016
+36
| +1% | +$12.6K | 0.75% | 40 |
|
|
2020
Q3 | $929K | Sell |
2,980
-964
| -24% | -$301K | 0.69% | 39 |
|
|
2020
Q2 | $1.16M | Buy |
3,944
+658
| +20% | +$194K | 0.9% | 39 |
|
|
2020
Q1 | $819K | Sell |
3,286
-1,781
| -35% | -$444K | 0.71% | 36 |
|
|
2019
Q4 | $1.49M | Sell |
5,067
-33
| -0.6% | -$9.7K | 0.99% | 30 |
|
|
2019
Q3 | $1.11M | Sell |
5,100
-5,893
| -54% | -$1.28M | 0.81% | 33 |
|
|
2019
Q2 | $2.68M | Sell |
10,993
-335
| -3% | -$81.7K | 2.08% | 15 |
|
|
2019
Q1 | $2.8M | Sell |
11,328
-3,202
| -22% | -$792K | 2.17% | 14 |
|
|
2018
Q4 | $3.62M | Sell |
14,530
-542
| -4% | -$135K | 3.03% | 10 |
|
|
2018
Q3 | $4.01M | Sell |
15,072
-136
| -0.9% | -$36.2K | 2.91% | 10 |
|
|
2018
Q2 | $3.73M | Buy |
15,208
+780
| +5% | +$191K | 2.89% | 9 |
|
|
2018
Q1 | $3.09M | Buy |
14,428
+3,720
| +35% | +$796K | 2.49% | 10 |
|
|
2017
Q4 | $2.36M | Buy |
10,708
+679
| +7% | +$150K | 2.52% | 13 |
|
|
2017
Q3 | $1.96M | Sell |
10,029
-475
| -5% | -$93K | 2.67% | 12 |
|
|
2017
Q2 | $1.95M | Sell |
10,504
-92
| -0.9% | -$17.1K | 2.57% | 15 |
|
|
2017
Q1 | $1.74M | Buy |
10,596
+284
| +3% | +$46.6K | 2.43% | 15 |
|
|
2016
Q4 | $1.65M | Sell |
10,312
-337
| -3% | -$53.9K | 2.36% | 16 |
|
|
2016
Q3 | $1.49M | Sell |
10,649
-15
| -0.1% | -$2.1K | 2.18% | 19 |
|
|
2016
Q2 | $1.51M | Sell |
10,664
-421
| -4% | -$59.5K | 2.06% | 20 |
|
|
2016
Q1 | $1.43M | Sell |
11,085
-5,181
| -32% | -$668K | 1.94% | 23 |
|
|
2015
Q4 | $1.91M | Sell |
16,266
-1,630
| -9% | -$192K | 1.66% | 29 |
|
|
2015
Q3 | $2.08M | Sell |
17,896
-190
| -1% | -$22K | 1.63% | 29 |
|
|
2015
Q2 | $2.21M | Sell |
18,086
-933
| -5% | -$114K | 1.66% | 28 |
|
|
2015
Q1 | $2.25M | Sell |
19,019
-763
| -4% | -$90.3K | 1.59% | 30 |
|
|
2014
Q4 | $2M | Sell |
19,782
-800
| -4% | -$80.9K | 1.38% | 29 |
|
|
2014
Q3 | $1.78M | Sell |
20,582
-135
| -0.7% | -$11.6K | 1.24% | 30 |
|
|
2014
Q2 | $1.69M | Sell |
20,717
-400
| -2% | -$32.7K | 1.19% | 31 |
|
|
2014
Q1 | $1.73M | Sell |
21,117
-30
| -0.1% | -$2.46K | 1.27% | 29 |
|
|
2013
Q4 | $1.59M | Sell |
21,147
-1,315
| -6% | -$99K | 1.15% | 30 |
|
|
2013
Q3 | $1.61M | Sell |
22,462
-10
| -0% | -$716 | 1.13% | 31 |
|
|
2013
Q2 | $1.47M | Buy |
+22,472
| New | +$1.47M | 1.04% | 34 |
|