Stolper & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.97M | Sell |
15,915
-181
| -1% | -$56.5K | 1.63% | 24 |
|
|
2025
Q1 | $8.43M | Sell |
16,096
-215
| -1% | -$113K | 2.76% | 8 |
|
|
2024
Q4 | $8.25M | Buy |
16,311
+36
| +0.2% | +$18.2K | 2.75% | 8 |
|
|
2024
Q3 | $9.52M | Sell |
16,275
-288
| -2% | -$168K | 3.11% | 6 |
|
|
2024
Q2 | $8.44M | Buy |
16,563
+248
| +2% | +$126K | 2.97% | 6 |
|
|
2024
Q1 | $8.07M | Sell |
16,315
-355
| -2% | -$176K | 2.91% | 5 |
|
|
2023
Q4 | $8.78M | Buy |
16,670
+10
| +0.1% | +$5.27K | 3.53% | 5 |
|
|
2023
Q3 | $8.4M | Buy |
16,660
+33
| +0.2% | +$16.6K | 3.64% | 4 |
|
|
2023
Q2 | $7.99M | Sell |
16,627
-247
| -1% | -$119K | 3.36% | 4 |
|
|
2023
Q1 | $7.97M | Sell |
16,874
-16
| -0.1% | -$7.56K | 3.42% | 4 |
|
|
2022
Q4 | $8.96M | Buy |
16,890
+85
| +0.5% | +$45.1K | 3.93% | 3 |
|
|
2022
Q3 | $8.49M | Buy |
16,805
+11
| +0.1% | +$5.56K | 4.18% | 3 |
|
|
2022
Q2 | $8.63M | Sell |
16,794
-49
| -0.3% | -$25.2K | 4.05% | 3 |
|
|
2022
Q1 | $8.59M | Sell |
16,843
-19
| -0.1% | -$9.69K | 3.64% | 4 |
|
|
2021
Q4 | $8.47M | Sell |
16,862
-103
| -0.6% | -$51.7K | 3.77% | 4 |
|
|
2021
Q3 | $6.63M | Sell |
16,965
-102
| -0.6% | -$39.9K | 3.17% | 6 |
|
|
2021
Q2 | $6.83M | Sell |
17,067
-8
| -0% | -$3.2K | 3.22% | 5 |
|
|
2021
Q1 | $6.35M | Buy |
17,075
+129
| +0.8% | +$48K | 3.27% | 5 |
|
|
2020
Q4 | $5.94M | Sell |
16,946
-110
| -0.6% | -$38.6K | 3.33% | 4 |
|
|
2020
Q3 | $5.32M | Sell |
17,056
-436
| -2% | -$136K | 3.44% | 5 |
|
|
2020
Q2 | $5.16M | Sell |
17,492
-1,296
| -7% | -$382K | 3.37% | 5 |
|
|
2020
Q1 | $4.69M | Buy |
+18,788
| New | +$4.69M | 3.36% | 4 |
|