Strategy Asset Managers’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
798
-8,735
| -92% | -$2.72M | 0.05% | 215 |
|
|
2025
Q1 | $4.99M | Buy |
9,533
+362
| +4% | +$190K | 1.03% | 34 |
|
|
2024
Q4 | $4.64M | Sell |
9,171
-584
| -6% | -$295K | 0.9% | 36 |
|
|
2024
Q3 | $5.7M | Buy |
9,755
+7,113
| +269% | +$4.16M | 1.09% | 33 |
|
|
2024
Q2 | $1.27M | Sell |
2,642
-7,127
| -73% | -$3.43M | 0.28% | 68 |
|
|
2024
Q1 | $4.83M | Buy |
9,769
+34
| +0.3% | +$16.8K | 1.03% | 35 |
|
|
2023
Q4 | $5.13M | Buy |
9,735
+6,981
| +253% | +$3.68M | 1.22% | 28 |
|
|
2023
Q3 | $1.39M | Buy |
2,754
+112
| +4% | +$56.5K | 0.36% | 56 |
|
|
2023
Q2 | $1.27M | Buy |
2,642
+1,190
| +82% | +$572K | 0.28% | 68 |
|
|
2023
Q1 | $686K | Sell |
1,452
-394
| -21% | -$186K | 0.17% | 107 |
|
|
2022
Q4 | $979K | Sell |
1,846
-27
| -1% | -$14.3K | 0.25% | 72 |
|
|
2022
Q3 | $946K | Buy |
1,873
+913
| +95% | +$461K | 0.26% | 74 |
|
|
2022
Q2 | $493K | Sell |
960
-410
| -30% | -$211K | 0.15% | 113 |
|
|
2022
Q1 | $699K | Sell |
1,370
-1,081
| -44% | -$552K | 0.15% | 119 |
|
|
2021
Q4 | $1.23M | Sell |
2,451
-825
| -25% | -$414K | 0.32% | 63 |
|
|
2021
Q3 | $1.28M | Buy |
3,276
+1,817
| +125% | +$710K | 0.28% | 71 |
|
|
2021
Q2 | $585K | Buy |
1,459
+182
| +14% | +$73K | 0.12% | 137 |
|
|
2021
Q1 | $474K | Sell |
1,277
-349
| -21% | -$130K | 0.11% | 142 |
|
|
2020
Q4 | $571K | Buy |
1,626
+12
| +0.7% | +$4.21K | 0.14% | 124 |
|
|
2020
Q3 | $504K | Sell |
1,614
-30
| -2% | -$9.37K | 0.13% | 134 |
|
|
2020
Q2 | $485K | Buy |
1,644
+103
| +7% | +$30.4K | 0.13% | 128 |
|
|
2020
Q1 | $384K | Buy |
+1,541
| New | +$384K | 0.12% | 134 |
|
|
2019
Q3 | – | Sell |
-2,507
| Closed | -$612K | – | 138 |
|
|
2019
Q2 | $612K | Sell |
2,507
-6,502
| -72% | -$1.59M | 0.17% | 97 |
|
|
2019
Q1 | $2.23M | Buy |
+9,009
| New | +$2.23M | 0.5% | 75 |
|
|
2018
Q1 | – | Sell |
-13,754
| Closed | -$3.03M | – | 141 |
|
|
2017
Q4 | $3.03M | Buy |
13,754
+86
| +0.6% | +$19K | 0.59% | 56 |
|
|
2017
Q3 | $2.68M | Buy |
+13,668
| New | +$2.68M | 0.55% | 63 |
|
|
2016
Q1 | – | Sell |
-18,357
| Closed | -$2.16M | – | 163 |
|
|
2015
Q4 | $2.16M | Buy |
18,357
+112
| +0.6% | +$13.2K | 0.49% | 69 |
|
|
2015
Q3 | $2.12M | Buy |
+18,245
| New | +$2.12M | 0.51% | 67 |
|