Strategic Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
5,580
+120
| +2% | +$37.4K | 0.09% | 51 |
|
|
2025
Q1 | $2.86M | Sell |
5,460
-59
| -1% | -$30.9K | 0.17% | 34 |
|
|
2024
Q4 | $2.79M | Sell |
5,519
-14
| -0.3% | -$7.08K | 0.17% | 37 |
|
|
2024
Q3 | $3.24M | Sell |
5,533
-76
| -1% | -$44.4K | 0.19% | 31 |
|
|
2024
Q2 | $2.86M | Sell |
5,609
-318
| -5% | -$162K | 0.18% | 34 |
|
|
2024
Q1 | $2.93M | Sell |
5,927
-355
| -6% | -$176K | 0.19% | 35 |
|
|
2023
Q4 | $3.31M | Sell |
6,282
-139
| -2% | -$73.2K | 0.23% | 31 |
|
|
2023
Q3 | $3.24M | Sell |
6,421
-50
| -0.8% | -$25.2K | 0.25% | 31 |
|
|
2023
Q2 | $3.25M | Sell |
6,471
-62
| -0.9% | -$31.1K | 0.24% | 34 |
|
|
2023
Q1 | $3.09M | Sell |
6,533
-65
| -1% | -$30.7K | 0.24% | 30 |
|
|
2022
Q4 | $3.5M | Sell |
6,598
-549
| -8% | -$291K | 0.28% | 26 |
|
|
2022
Q3 | $3.61M | Sell |
7,147
-874
| -11% | -$441K | 0.32% | 23 |
|
|
2022
Q2 | $4.12M | Sell |
8,021
-1,252
| -14% | -$643K | 0.35% | 21 |
|
|
2022
Q1 | $4.73M | Sell |
9,273
-926
| -9% | -$472K | 0.36% | 23 |
|
|
2021
Q4 | $5.12M | Sell |
10,199
-714
| -7% | -$359K | 0.38% | 27 |
|
|
2021
Q3 | $4.26M | Sell |
10,913
-237
| -2% | -$92.6K | 0.34% | 28 |
|
|
2021
Q2 | $4.47M | Sell |
11,150
-399
| -3% | -$160K | 0.35% | 26 |
|
|
2021
Q1 | $4.3M | Sell |
11,549
-1,251
| -10% | -$465K | 0.36% | 30 |
|
|
2020
Q4 | $4.49M | Sell |
12,800
-1,031
| -7% | -$362K | 0.4% | 32 |
|
|
2020
Q3 | $4.31M | Sell |
13,831
-991
| -7% | -$309K | 0.44% | 28 |
|
|
2020
Q2 | $4.37M | Sell |
14,822
-4,282
| -22% | -$1.26M | 0.49% | 27 |
|
|
2020
Q1 | $4.76M | Sell |
19,104
-2,296
| -11% | -$573K | 0.64% | 29 |
|
|
2019
Q4 | $6.29M | Sell |
21,400
-4,157
| -16% | -$1.22M | 0.72% | 32 |
|
|
2019
Q3 | $5.55M | Sell |
25,557
-651
| -2% | -$141K | 0.71% | 38 |
|
|
2019
Q2 | $6.4M | Sell |
26,208
-1,000
| -4% | -$244K | 0.84% | 27 |
|
|
2019
Q1 | $6.73M | Buy |
27,208
+431
| +2% | +$107K | 0.93% | 27 |
|
|
2018
Q4 | $6.67M | Sell |
26,777
-368
| -1% | -$91.7K | 1.04% | 19 |
|
|
2018
Q3 | $7.22M | Sell |
27,145
-443
| -2% | -$118K | 1.08% | 15 |
|
|
2018
Q2 | $6.77M | Sell |
27,588
-256
| -0.9% | -$62.8K | 1.04% | 15 |
|
|
2018
Q1 | $5.96M | Buy |
27,844
+62
| +0.2% | +$13.3K | 0.97% | 17 |
|
|
2017
Q4 | $6.13M | Buy |
27,782
+19
| +0.1% | +$4.19K | 0.97% | 15 |
|
|
2017
Q3 | $5.44M | Buy |
27,763
+120
| +0.4% | +$23.5K | 0.9% | 21 |
|
|
2017
Q2 | $5.13M | Sell |
27,643
-7,811
| -22% | -$1.45M | 0.9% | 21 |
|
|
2017
Q1 | $5.82M | Sell |
35,454
-80
| -0.2% | -$13.1K | 1.06% | 13 |
|
|
2016
Q4 | $5.69M | Sell |
35,534
-264
| -0.7% | -$42.3K | 1.09% | 15 |
|
|
2016
Q3 | $5.01M | Buy |
35,798
+175
| +0.5% | +$24.5K | 1% | 16 |
|
|
2016
Q2 | $5.1M | Sell |
35,623
-697
| -2% | -$99.8K | 1.02% | 13 |
|
|
2016
Q1 | $4.68M | Buy |
36,320
+444
| +1% | +$57.2K | 1.09% | 14 |
|
|
2015
Q4 | $4.22M | Buy |
35,876
+416
| +1% | +$48.9K | 1.11% | 22 |
|
|
2015
Q3 | $4.11M | Sell |
35,460
-87
| -0.2% | -$10.1K | 1.14% | 19 |
|
|
2015
Q2 | $4.34M | Sell |
35,547
-453
| -1% | -$55.3K | 1.22% | 16 |
|
|
2015
Q1 | $4.26M | Sell |
36,000
-195
| -0.5% | -$23.1K | 1.1% | 20 |
|
|
2014
Q4 | $3.66M | Sell |
36,195
-435
| -1% | -$44K | 0.99% | 36 |
|
|
2014
Q3 | $3.16M | Sell |
36,630
-216
| -0.6% | -$18.6K | 0.88% | 50 |
|
|
2014
Q2 | $3.01M | Buy |
36,846
+44
| +0.1% | +$3.6K | 0.83% | 54 |
|
|
2014
Q1 | $3.02M | Buy |
36,802
+1,208
| +3% | +$99K | 0.88% | 42 |
|
|
2013
Q4 | $2.68M | Sell |
35,594
-871
| -2% | -$65.6K | 0.85% | 52 |
|
|
2013
Q3 | $2.61M | Sell |
36,465
-760
| -2% | -$54.4K | 0.88% | 41 |
|
|
2013
Q2 | $2.44M | Buy |
+37,225
| New | +$2.44M | 0.86% | 49 |
|