Strategic Investment 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 | $390K | Sell |
1,261
-1,617
| -56% | -$500K | 0.04% | 187 |
|
|
2025
Q1 | $1.51M | Buy |
2,878
+283
| +11% | +$148K | 0.16% | 79 |
|
|
2024
Q4 | $1.31M | Sell |
2,595
-545
| -17% | -$276K | 0.14% | 88 |
|
|
2024
Q3 | $1.84M | Sell |
3,140
-349
| -10% | -$204K | 0.2% | 70 |
|
|
2024
Q2 | $1.78M | Sell |
3,489
-131
| -4% | -$66.7K | 0.22% | 67 |
|
|
2024
Q1 | $1.79M | Sell |
3,620
-57
| -2% | -$28.2K | 0.23% | 63 |
|
|
2023
Q4 | $1.94M | Sell |
3,677
-220
| -6% | -$116K | 0.28% | 57 |
|
|
2023
Q3 | $1.96M | Buy |
3,897
+104
| +3% | +$52.4K | 0.32% | 50 |
|
|
2023
Q2 | $1.82M | Buy |
3,793
+50
| +1% | +$24K | 0.25% | 42 |
|
|
2023
Q1 | $1.77M | Buy |
3,743
+207
| +6% | +$97.8K | 0.32% | 49 |
|
|
2022
Q4 | $1.87M | Buy |
3,536
+175
| +5% | +$92.8K | 0.39% | 46 |
|
|
2022
Q3 | $1.7M | Buy |
3,361
+142
| +4% | +$71.7K | 0.38% | 48 |
|
|
2022
Q2 | $1.65M | Buy |
3,219
+576
| +22% | +$296K | 0.33% | 52 |
|
|
2022
Q1 | $1.35M | Buy |
+2,643
| New | +$1.35M | 0.25% | 69 |
|
|
2021
Q4 | – | Sell |
-4,802
| Closed | -$1.88M | – | 193 |
|
|
2021
Q3 | $1.88M | Buy |
4,802
+426
| +10% | +$166K | 0.41% | 48 |
|
|
2021
Q2 | $1.75M | Buy |
4,376
+189
| +5% | +$75.7K | 0.4% | 49 |
|
|
2021
Q1 | $1.56M | Sell |
4,187
-344
| -8% | -$128K | 0.4% | 56 |
|
|
2020
Q4 | $1.59M | Buy |
4,531
+2,486
| +122% | +$872K | 0.46% | 50 |
|
|
2020
Q3 | $637K | Buy |
2,045
+469
| +30% | +$146K | 0.22% | 83 |
|
|
2020
Q2 | $465K | Buy |
1,576
+86
| +6% | +$25.4K | 0.18% | 95 |
|
|
2020
Q1 | $371K | Buy |
1,490
+144
| +11% | +$35.9K | 0.17% | 101 |
|
|
2019
Q4 | $396K | Buy |
1,346
+277
| +26% | +$81.5K | 0.16% | 105 |
|
|
2019
Q3 | $232K | Buy |
1,069
+105
| +11% | +$22.8K | 0.11% | 143 |
|
|
2019
Q2 | $227K | Buy |
+964
| New | +$227K | 0.12% | 130 |
|