Stratos 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 | $8.38M | Buy |
26,871
+11,717
| +77% | +$3.66M | 0.11% | 189 |
|
|
2025
Q1 | $7.94M | Sell |
15,154
-4,951
| -25% | -$2.59M | 0.12% | 176 |
|
|
2024
Q4 | $10.2M | Buy |
20,105
+214
| +1% | +$108K | 0.14% | 143 |
|
|
2024
Q3 | $11.6M | Buy |
19,891
+8
| +0% | +$4.68K | 0.17% | 122 |
|
|
2024
Q2 | $10.1M | Sell |
19,883
-1,799
| -8% | -$916K | 0.16% | 135 |
|
|
2024
Q1 | $10.7M | Buy |
21,682
+519
| +2% | +$257K | 0.18% | 126 |
|
|
2023
Q4 | $11.1M | Buy |
21,163
+497
| +2% | +$262K | 0.21% | 106 |
|
|
2023
Q3 | $10.4M | Buy |
20,666
+711
| +4% | +$358K | 0.22% | 95 |
|
|
2023
Q2 | $9.59M | Buy |
19,955
+4,355
| +28% | +$2.09M | 0.22% | 102 |
|
|
2023
Q1 | $7.37M | Sell |
15,600
-3,935
| -20% | -$1.86M | 0.2% | 112 |
|
|
2022
Q4 | $10.4M | Buy |
19,535
+553
| +3% | +$293K | 0.26% | 79 |
|
|
2022
Q3 | $9.59M | Sell |
18,982
-352
| -2% | -$178K | 0.27% | 79 |
|
|
2022
Q2 | $9.93M | Buy |
19,334
+1,623
| +9% | +$834K | 0.25% | 81 |
|
|
2022
Q1 | $9.03M | Buy |
17,711
+5,414
| +44% | +$2.76M | 0.2% | 109 |
|
|
2021
Q4 | $6.18M | Sell |
12,297
-38
| -0.3% | -$19.1K | 0.14% | 159 |
|
|
2021
Q3 | $4.82M | Buy |
12,335
+312
| +3% | +$122K | 0.12% | 184 |
|
|
2021
Q2 | $4.82M | Buy |
12,023
+310
| +3% | +$124K | 0.12% | 190 |
|
|
2021
Q1 | $4.36M | Sell |
11,713
-325
| -3% | -$121K | 0.12% | 188 |
|
|
2020
Q4 | $4.22M | Sell |
12,038
-279
| -2% | -$97.9K | 0.13% | 182 |
|
|
2020
Q3 | $3.84M | Buy |
12,317
+151
| +1% | +$47.1K | 0.13% | 177 |
|
|
2020
Q2 | $3.59M | Buy |
12,166
+178
| +1% | +$52.5K | 0.13% | 175 |
|
|
2020
Q1 | $2.99M | Buy |
11,988
+692
| +6% | +$173K | 0.14% | 154 |
|
|
2019
Q4 | $3.32M | Sell |
11,296
-179
| -2% | -$52.6K | 0.13% | 173 |
|
|
2019
Q3 | $2.49M | Sell |
11,475
-135
| -1% | -$29.3K | 0.11% | 206 |
|
|
2019
Q2 | $2.83M | Buy |
11,610
+751
| +7% | +$183K | 0.12% | 177 |
|
|
2019
Q1 | $2.69M | Sell |
10,859
-1,567
| -13% | -$387K | 0.12% | 184 |
|
|
2018
Q4 | $3.1M | Sell |
12,426
-884
| -7% | -$220K | 0.16% | 142 |
|
|
2018
Q3 | $3.54M | Buy |
13,310
+1,180
| +10% | +$314K | 0.16% | 135 |
|
|
2018
Q2 | $2.98M | Sell |
12,130
-276
| -2% | -$67.7K | 0.13% | 174 |
|
|
2018
Q1 | $2.66M | Buy |
12,406
+818
| +7% | +$175K | 0.11% | 194 |
|
|
2017
Q4 | $2.56M | Sell |
11,588
-4,761
| -29% | -$1.05M | 0.11% | 193 |
|
|
2017
Q3 | $3.2M | Sell |
16,349
-3,855
| -19% | -$755K | 0.15% | 147 |
|
|
2017
Q2 | $3.75M | Buy |
20,204
+5,788
| +40% | +$1.07M | 0.19% | 118 |
|
|
2017
Q1 | $2.36M | Buy |
14,416
+3,839
| +36% | +$630K | 0.13% | 156 |
|
|
2016
Q4 | $1.69M | Sell |
10,577
-796
| -7% | -$127K | 0.11% | 192 |
|
|
2016
Q3 | $1.59M | Buy |
11,373
+1,018
| +10% | +$143K | 0.11% | 177 |
|
|
2016
Q2 | $1.46M | Sell |
10,355
-1,846
| -15% | -$261K | 0.11% | 178 |
|
|
2016
Q1 | $1.57M | Buy |
12,201
+811
| +7% | +$105K | 0.13% | 139 |
|
|
2015
Q4 | $1.34M | Sell |
11,390
-5,534
| -33% | -$651K | 0.11% | 146 |
|
|
2015
Q3 | $1.96M | Buy |
16,924
+6,514
| +63% | +$756K | 0.25% | 84 |
|
|
2015
Q2 | $1.27M | Sell |
10,410
-3,305
| -24% | -$403K | 0.16% | 128 |
|
|
2015
Q1 | $1.62M | Buy |
13,715
+357
| +3% | +$42.2K | 0.19% | 109 |
|
|
2014
Q4 | $1.35M | Buy |
13,358
+5,988
| +81% | +$605K | 0.24% | 102 |
|
|
2014
Q3 | $636K | Buy |
7,370
+825
| +13% | +$71.2K | 0.15% | 138 |
|
|
2014
Q2 | $533K | Buy |
+6,545
| New | +$533K | 0.18% | 143 |
|