Stillwater Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
975
| – | – | 0.04% | 60 |
|
|
2025
Q1 | $511K | Sell |
975
-34,292
| -97% | -$18M | 0.07% | 54 |
|
|
2024
Q4 | $17.8M | Buy |
35,267
+348
| +1% | +$176K | 2.21% | 18 |
|
|
2024
Q3 | $20.4M | Sell |
34,919
-383
| -1% | -$224K | 2.64% | 11 |
|
|
2024
Q2 | $18M | Sell |
35,302
-498
| -1% | -$254K | 2.51% | 12 |
|
|
2024
Q1 | $17.7M | Sell |
35,800
-20
| -0.1% | -$9.89K | 2.62% | 12 |
|
|
2023
Q4 | $18.9M | Sell |
35,820
-196
| -0.5% | -$103K | 3.02% | 9 |
|
|
2023
Q3 | $18.2M | Sell |
36,016
-37
| -0.1% | -$18.7K | 3.3% | 8 |
|
|
2023
Q2 | $17.3M | Buy |
36,053
+15
| +0% | +$7.21K | 3.06% | 9 |
|
|
2023
Q1 | $17M | Sell |
36,038
-663
| -2% | -$313K | 3.31% | 8 |
|
|
2022
Q4 | $19.5M | Sell |
36,701
-676
| -2% | -$358K | 4.11% | 4 |
|
|
2022
Q3 | $18.9M | Sell |
37,377
-1,936
| -5% | -$978K | 4.31% | 3 |
|
|
2022
Q2 | $20.2M | Buy |
39,313
+636
| +2% | +$327K | 3.75% | 3 |
|
|
2022
Q1 | $19.7M | Sell |
38,677
-2,157
| -5% | -$1.1M | 3.17% | 7 |
|
|
2021
Q4 | $20.5M | Sell |
40,834
-641
| -2% | -$322K | 3.12% | 10 |
|
|
2021
Q3 | $16.2M | Sell |
41,475
-283
| -0.7% | -$111K | 2.67% | 14 |
|
|
2021
Q2 | $16.7M | Sell |
41,758
-371
| -0.9% | -$149K | 2.77% | 15 |
|
|
2021
Q1 | $15.7M | Sell |
42,129
-86
| -0.2% | -$32K | 2.84% | 14 |
|
|
2020
Q4 | $14.8M | Sell |
42,215
-451
| -1% | -$158K | 2.84% | 13 |
|
|
2020
Q3 | $13.3M | Buy |
42,666
+108
| +0.3% | +$33.7K | 2.9% | 8 |
|
|
2020
Q2 | $12.6M | Buy |
42,558
+414
| +1% | +$122K | 3.03% | 10 |
|
|
2020
Q1 | $10.5M | Buy |
42,144
+1,111
| +3% | +$277K | 3.09% | 9 |
|
|
2019
Q4 | $12.1M | Buy |
41,033
+442
| +1% | +$130K | 2.73% | 13 |
|
|
2019
Q3 | $8.82M | Buy |
40,591
+333
| +0.8% | +$72.4K | 2.24% | 24 |
|
|
2019
Q2 | $9.82M | Sell |
40,258
-4,243
| -10% | -$1.04M | 2.43% | 18 |
|
|
2019
Q1 | $11M | Sell |
44,501
-198
| -0.4% | -$49K | 2.4% | 18 |
|
|
2018
Q4 | $11.1M | Buy |
44,699
+331
| +0.7% | +$82.5K | 2.78% | 13 |
|
|
2018
Q3 | $11.8M | Buy |
44,368
+692
| +2% | +$184K | 2.45% | 17 |
|
|
2018
Q2 | $10.7M | Buy |
+43,676
| New | +$10.7M | 2.56% | 18 |
|