Stratos Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Sell |
13,063
-7,053
| -35% | -$2.2M | 0.19% | 93 |
|
|
2025
Q1 | $10.5M | Buy |
20,116
+3,861
| +24% | +$2.02M | 0.56% | 41 |
|
|
2024
Q4 | $8.22M | Sell |
16,255
-594
| -4% | -$300K | 0.49% | 51 |
|
|
2024
Q3 | $9.85M | Sell |
16,849
-816
| -5% | -$477K | 0.69% | 40 |
|
|
2024
Q2 | $9M | Buy |
17,665
+1,326
| +8% | +$675K | 0.75% | 35 |
|
|
2024
Q1 | $8.08M | Buy |
16,339
+663
| +4% | +$328K | 0.79% | 36 |
|
|
2023
Q4 | $8.25M | Buy |
15,676
+157
| +1% | +$82.7K | 0.98% | 29 |
|
|
2023
Q3 | $7.82M | Buy |
15,519
+936
| +6% | +$472K | 1.17% | 25 |
|
|
2023
Q2 | $7.01M | Buy |
14,583
+2,269
| +18% | +$1.09M | 1.08% | 27 |
|
|
2023
Q1 | $5.82M | Buy |
12,314
+276
| +2% | +$130K | 0.98% | 28 |
|
|
2022
Q4 | $6.38M | Sell |
12,038
-45
| -0.4% | -$23.9K | 1.14% | 26 |
|
|
2022
Q3 | $6.1M | Sell |
12,083
-2,199
| -15% | -$1.11M | 1.23% | 25 |
|
|
2022
Q2 | $7.34M | Sell |
14,282
-200
| -1% | -$103K | 1.39% | 23 |
|
|
2022
Q1 | $7.39M | Sell |
14,482
-517
| -3% | -$264K | 1.23% | 27 |
|
|
2021
Q4 | $7.53M | Sell |
14,999
-865
| -5% | -$434K | 1.19% | 28 |
|
|
2021
Q3 | $6.2M | Buy |
15,864
+4,199
| +36% | +$1.64M | 1.08% | 28 |
|
|
2021
Q2 | $4.67M | Buy |
11,665
+750
| +7% | +$300K | 1.29% | 22 |
|
|
2021
Q1 | $4.06M | Sell |
10,915
-374
| -3% | -$139K | 1.28% | 23 |
|
|
2020
Q4 | $3.96M | Buy |
11,289
+4,312
| +62% | +$1.51M | 1.25% | 25 |
|
|
2020
Q3 | $2.18M | Buy |
6,977
+234
| +3% | +$72.9K | 0.79% | 40 |
|
|
2020
Q2 | $1.99M | Buy |
6,743
+467
| +7% | +$138K | 0.84% | 36 |
|
|
2020
Q1 | $1.57M | Sell |
6,276
-1,306
| -17% | -$326K | 0.83% | 40 |
|
|
2019
Q4 | $2.23M | Buy |
7,582
+2,516
| +50% | +$740K | 1.03% | 23 |
|
|
2019
Q3 | $1.1M | Buy |
5,066
+1,003
| +25% | +$218K | 0.62% | 42 |
|
|
2019
Q2 | $992K | Buy |
+4,063
| New | +$992K | 0.63% | 42 |
|