Stokes 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 | $5.83M | Sell |
18,678
-1,777
| -9% | -$554K | 1.43% | 35 |
|
|
2025
Q1 | $10.7M | Buy |
20,455
+1,153
| +6% | +$604K | 2.72% | 9 |
|
|
2024
Q4 | $9.76M | Sell |
19,302
-188
| -1% | -$95.1K | 2.52% | 12 |
|
|
2024
Q3 | $11.4M | Sell |
19,490
-226
| -1% | -$132K | 2.92% | 5 |
|
|
2024
Q2 | $10M | Buy |
19,716
+510
| +3% | +$260K | 2.79% | 7 |
|
|
2024
Q1 | $9.5M | Buy |
19,206
+857
| +5% | +$424K | 2.76% | 4 |
|
|
2023
Q4 | $9.66M | Buy |
18,349
+885
| +5% | +$466K | 3.06% | 3 |
|
|
2023
Q3 | $8.81M | Buy |
17,464
+314
| +2% | +$158K | 3.07% | 4 |
|
|
2023
Q2 | $8.24M | Buy |
17,150
+619
| +4% | +$298K | 2.78% | 5 |
|
|
2023
Q1 | $7.81M | Buy |
16,531
+1,253
| +8% | +$592K | 2.65% | 5 |
|
|
2022
Q4 | $8.1M | Buy |
15,278
+278
| +2% | +$147K | 2.79% | 4 |
|
|
2022
Q3 | $7.58M | Sell |
15,000
-107
| -0.7% | -$54K | 2.82% | 3 |
|
|
2022
Q2 | $7.76M | Buy |
15,107
+265
| +2% | +$136K | 2.71% | 4 |
|
|
2022
Q1 | $7.57M | Buy |
14,842
+373
| +3% | +$190K | 2.21% | 9 |
|
|
2021
Q4 | $7.27M | Sell |
14,469
-211
| -1% | -$106K | 2.16% | 14 |
|
|
2021
Q3 | $5.74M | Buy |
14,680
+239
| +2% | +$93.4K | 1.85% | 22 |
|
|
2021
Q2 | $5.78M | Buy |
14,441
+1,752
| +14% | +$702K | 1.9% | 21 |
|
|
2021
Q1 | $4.72M | Buy |
12,689
+1,335
| +12% | +$497K | 1.94% | 21 |
|
|
2020
Q4 | $3.98M | Buy |
11,354
+380
| +3% | +$133K | 1.73% | 29 |
|
|
2020
Q3 | $3.42M | Sell |
10,974
-25
| -0.2% | -$7.79K | 1.64% | 29 |
|
|
2020
Q2 | $3.24M | Sell |
10,999
-145
| -1% | -$42.8K | 1.72% | 28 |
|
|
2020
Q1 | $2.78M | Buy |
11,144
+107
| +1% | +$26.7K | 1.67% | 28 |
|
|
2019
Q4 | $3.25M | Sell |
11,037
-266
| -2% | -$78.2K | 1.64% | 28 |
|
|
2019
Q3 | $2.46M | Buy |
11,303
+1,353
| +14% | +$294K | 1.33% | 37 |
|
|
2019
Q2 | $2.43M | Buy |
9,950
+960
| +11% | +$234K | 1.38% | 37 |
|
|
2019
Q1 | $2.22M | Buy |
8,990
+3,370
| +60% | +$833K | 1.34% | 38 |
|
|
2018
Q4 | $1.4M | Buy |
5,620
+1,675
| +42% | +$417K | 0.97% | 48 |
|
|
2018
Q3 | $1.05M | Buy |
+3,945
| New | +$1.05M | 0.64% | 60 |
|