Stonegate Investment Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
9,053
-1,341
| -13% | -$418K | 0.07% | 108 |
|
|
2025
Q1 | $5.44M | Sell |
10,394
-7,261
| -41% | -$3.8M | 0.15% | 65 |
|
|
2024
Q4 | $8.93M | Buy |
17,655
+663
| +4% | +$335K | 0.24% | 54 |
|
|
2024
Q3 | $9.93M | Sell |
16,992
-251
| -1% | -$147K | 0.26% | 52 |
|
|
2024
Q2 | $8.78M | Sell |
17,243
-488
| -3% | -$249K | 0.25% | 51 |
|
|
2024
Q1 | $8.77M | Buy |
17,731
+629
| +4% | +$311K | 0.28% | 53 |
|
|
2023
Q4 | $9M | Hold |
17,102
| – | – | 0.3% | 50 |
|
|
2023
Q3 | $8.62M | Sell |
17,102
-204
| -1% | -$103K | 0.31% | 47 |
|
|
2023
Q2 | $8.32M | Buy |
17,306
+144
| +0.8% | +$69.2K | 0.3% | 52 |
|
|
2023
Q1 | $8.11M | Buy |
17,162
+1,273
| +8% | +$602K | 0.3% | 49 |
|
|
2022
Q4 | $8.42M | Buy |
15,889
+739
| +5% | +$392K | 0.36% | 45 |
|
|
2022
Q3 | $7.65M | Sell |
15,150
-469
| -3% | -$237K | 0.35% | 47 |
|
|
2022
Q2 | $8.02M | Buy |
15,619
+2,311
| +17% | +$1.19M | 0.35% | 52 |
|
|
2022
Q1 | $6.79M | Sell |
13,308
-101
| -0.8% | -$51.5K | 0.22% | 59 |
|
|
2021
Q4 | $6.73M | Buy |
+13,409
| New | +$6.73M | 0.28% | 60 |
|