Strategic Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
+5,280
| New | +$1.65M | 0.13% | 115 |
|
|
2024
Q4 | $7.01M | Buy |
13,202
+6,860
| +108% | +$3.64M | 0.58% | 63 |
|
|
2024
Q3 | $3.71M | Sell |
6,342
-349
| -5% | -$204K | 0.36% | 79 |
|
|
2024
Q2 | $3.41M | Sell |
6,691
-1,250
| -16% | -$637K | 0.36% | 81 |
|
|
2024
Q1 | $3.93M | Buy |
7,941
+984
| +14% | +$487K | 0.43% | 77 |
|
|
2023
Q4 | $3.66M | Sell |
6,957
-176
| -2% | -$92.7K | 0.45% | 74 |
|
|
2023
Q3 | $3.6M | Sell |
7,133
-1,447
| -17% | -$730K | 0.47% | 60 |
|
|
2023
Q2 | $4.12M | Buy |
8,580
+2,514
| +41% | +$1.21M | 0.53% | 49 |
|
|
2023
Q1 | $2.87M | Sell |
6,066
-62
| -1% | -$29.3K | 0.44% | 65 |
|
|
2022
Q4 | $3.25M | Buy |
6,128
+209
| +4% | +$111K | 0.6% | 46 |
|
|
2022
Q3 | $2.99M | Sell |
5,919
-1
| -0% | -$505 | 0.63% | 45 |
|
|
2022
Q2 | $3.04M | Sell |
5,920
-511
| -8% | -$262K | 0.66% | 47 |
|
|
2022
Q1 | $3.28M | Sell |
6,431
-368
| -5% | -$188K | 0.64% | 41 |
|
|
2021
Q4 | $3.41M | Buy |
6,799
+291
| +4% | +$146K | 0.65% | 48 |
|
|
2021
Q3 | $2.54M | Buy |
6,508
+1,237
| +23% | +$483K | 0.75% | 32 |
|
|
2021
Q2 | $2.11M | Buy |
5,271
+2,887
| +121% | +$1.16M | 0.69% | 36 |
|
|
2021
Q1 | $887K | Buy |
+2,384
| New | +$887K | 0.35% | 71 |
|
|
2020
Q2 | – | Sell |
-699
| Closed | -$205K | – | 166 |
|
|
2020
Q1 | $205K | Hold |
699
| – | – | 0.11% | 131 |
|
|
2019
Q4 | $205K | Sell |
699
-454
| -39% | -$133K | 0.11% | 131 |
|
|
2019
Q3 | $99.4K | Buy |
1,153
+356
| +45% | +$30.7K | 0.51% | 56 |
|
|
2019
Q2 | $194K | Buy |
797
+283
| +55% | +$68.9K | 0.09% | 134 |
|
|
2019
Q1 | $126K | Buy |
514
+107
| +26% | +$26.2K | 0.06% | 165 |
|
|
2018
Q4 | $102K | Buy |
407
+55
| +16% | +$13.8K | 0.05% | 173 |
|
|
2018
Q3 | $94K | Hold |
352
| – | – | 0.05% | 183 |
|
|
2018
Q2 | $86K | Sell |
352
-9
| -2% | -$2.2K | 0.05% | 207 |
|
|
2018
Q1 | $77K | Buy |
361
+9
| +3% | +$1.92K | 0.04% | 211 |
|
|
2017
Q4 | $75K | Buy |
+352
| New | +$75K | 0.04% | 194 |
|