Strategic 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 | – | Sell |
-5,929
| Closed | -$3.11M | – | 199 |
|
|
2025
Q1 | $3.11M | Sell |
5,929
-362
| -6% | -$190K | 0.6% | 33 |
|
|
2024
Q4 | $3.18M | Buy |
6,291
+212
| +3% | +$107K | 0.57% | 33 |
|
|
2024
Q3 | $3.55M | Sell |
6,079
-162
| -3% | -$94.7K | 0.66% | 37 |
|
|
2024
Q2 | $3.18M | Buy |
6,241
+5
| +0.1% | +$2.55K | 0.62% | 40 |
|
|
2024
Q1 | $3.09M | Sell |
6,236
-1,897
| -23% | -$939K | 0.61% | 38 |
|
|
2023
Q4 | $4.28M | Sell |
8,133
-133
| -2% | -$70K | 0.81% | 25 |
|
|
2023
Q3 | $4.17M | Buy |
8,266
+310
| +4% | +$156K | 0.82% | 30 |
|
|
2023
Q2 | $3.82M | Buy |
7,956
+55
| +0.7% | +$26.4K | 0.73% | 36 |
|
|
2023
Q1 | $3.73M | Sell |
7,901
-13
| -0.2% | -$6.14K | 0.76% | 35 |
|
|
2022
Q4 | $4.2M | Buy |
7,914
+229
| +3% | +$121K | 0.93% | 30 |
|
|
2022
Q3 | $3.88M | Buy |
7,685
+473
| +7% | +$239K | 0.86% | 34 |
|
|
2022
Q2 | $3.7M | Sell |
7,212
-687
| -9% | -$353K | 0.77% | 37 |
|
|
2022
Q1 | $4.03M | Sell |
7,899
-691
| -8% | -$352K | 0.7% | 40 |
|
|
2021
Q4 | $4.31M | Buy |
8,590
+335
| +4% | +$168K | 0.61% | 47 |
|
|
2021
Q3 | $3.23M | Buy |
8,255
+847
| +11% | +$331K | 0.69% | 27 |
|
|
2021
Q2 | $2.97M | Buy |
7,408
+300
| +4% | +$120K | 0.77% | 28 |
|
|
2021
Q1 | $2.64M | Buy |
7,108
+122
| +2% | +$45.4K | 0.77% | 30 |
|
|
2020
Q4 | $2.55M | Buy |
6,986
+429
| +7% | +$157K | 0.74% | 30 |
|
|
2020
Q3 | $2.09M | Buy |
6,557
+949
| +17% | +$302K | 0.7% | 33 |
|
|
2020
Q2 | $1.72M | Buy |
5,608
+218
| +4% | +$66.9K | 0.64% | 34 |
|
|
2020
Q1 | $1.44M | Sell |
5,390
-17
| -0.3% | -$4.55K | 0.63% | 40 |
|
|
2019
Q4 | $1.59M | Sell |
5,407
-139
| -3% | -$40.9K | 0.55% | 54 |
|
|
2019
Q3 | $1.21M | Buy |
5,546
+695
| +14% | +$151K | 0.45% | 60 |
|
|
2019
Q2 | $1.18M | Buy |
4,851
+65
| +1% | +$15.9K | 0.45% | 55 |
|
|
2019
Q1 | $1.18M | Buy |
4,786
+91
| +2% | +$22.5K | 0.46% | 59 |
|
|
2018
Q4 | $1.17M | Buy |
4,695
+1,495
| +47% | +$373K | 0.51% | 55 |
|
|
2018
Q3 | $851K | Buy |
3,200
+88
| +3% | +$23.4K | 0.31% | 69 |
|
|
2018
Q2 | $763K | Buy |
3,112
+69
| +2% | +$16.9K | 0.31% | 72 |
|
|
2018
Q1 | $651K | Buy |
3,043
+170
| +6% | +$36.4K | 0.27% | 83 |
|
|
2017
Q4 | $633K | Buy |
2,873
+317
| +12% | +$69.8K | 0.26% | 89 |
|
|
2017
Q3 | $501K | Buy |
2,556
+182
| +8% | +$35.7K | 0.22% | 101 |
|
|
2017
Q2 | $440K | Buy |
2,374
+35
| +1% | +$6.49K | 0.2% | 101 |
|
|
2017
Q1 | $384K | Buy |
2,339
+382
| +20% | +$62.7K | 0.18% | 106 |
|
|
2016
Q4 | $313K | Sell |
1,957
-246
| -11% | -$39.3K | 0.16% | 105 |
|
|
2016
Q3 | $308K | Buy |
2,203
+59
| +3% | +$8.25K | 0.17% | 107 |
|
|
2016
Q2 | $303K | Buy |
2,144
+438
| +26% | +$61.9K | 0.17% | 106 |
|
|
2016
Q1 | $220K | Buy |
+1,706
| New | +$220K | 0.13% | 119 |
|
|
2015
Q4 | – | Sell |
-3,005
| Closed | -$349K | – | 128 |
|
|
2015
Q3 | $349K | Buy |
3,005
+586
| +24% | +$68.1K | 0.24% | 96 |
|
|
2015
Q2 | $295K | Buy |
+2,419
| New | +$295K | 0.19% | 102 |
|