Successful Portfolios’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $477K | Sell |
1,114
-39
| -3% | -$14.5K | 0.22% | 91 |
|
|
2026
Q1 | $306K | Sell |
1,153
-41
| -3% | -$12.2K | 0.17% | 127 |
|
|
2025
Q4 | $411K | Buy |
1,194
+30
| +3% | +$10.2K | 0.21% | 106 |
|
|
2025
Q3 | $402K | Sell |
1,164
-147
| -11% | -$44.5K | 0.23% | 89 |
|
|
2025
Q2 | $409K | Buy |
1,311
+216
| +20% | +$82.6K | 0.25% | 80 |
|
|
2025
Q1 | $574K | Buy |
1,095
+10
| +0.9% | +$5.11K | 0.39% | 58 |
|
|
2024
Q4 | $549K | Buy |
1,085
+18
| +2% | +$10.2K | 0.37% | 57 |
|
|
2024
Q3 | $624K | Sell |
1,067
-9
| -0.8% | -$5.09K | 0.42% | 52 |
|
|
2024
Q2 | $548K | Sell |
1,076
-101
| -9% | -$49.5K | 0.38% | 56 |
|
|
2024
Q1 | $582K | Sell |
1,177
-37
| -3% | -$18.8K | 0.4% | 58 |
|
|
2023
Q4 | $639K | Buy |
1,214
+67
| +6% | +$35.7K | 0.48% | 51 |
|
|
2023
Q3 | $578K | Buy |
1,147
+10
| +0.9% | +$4.92K | 0.51% | 49 |
|
|
2023
Q2 | $547K | Sell |
1,137
-283
| -20% | -$138K | 0.47% | 51 |
|
|
2023
Q1 | $671K | Sell |
1,420
-56
| -4% | -$27K | 0.42% | 55 |
|
|
2022
Q4 | $783K | Buy |
1,476
+40
| +3% | +$21.2K | 0.51% | 52 |
|
|
2022
Q3 | $726K | Buy |
1,436
+12
| +0.8% | +$6.31K | 0.53% | 49 |
|
|
2022
Q2 | $732K | Sell |
1,424
-12
| -0.8% | -$6.03K | 0.49% | 52 |
|
|
2022
Q1 | $733K | Sell |
1,436
-24
| -2% | -$11.6K | 0.42% | 56 |
|
|
2021
Q4 | $733K | Buy |
1,460
+4
| +0.3% | +$1.81K | 0.4% | 58 |
|
|
2021
Q3 | $569K | Sell |
1,456
-59
| -4% | -$24.4K | 0.34% | 76 |
|
|
2021
Q2 | $607K | Sell |
1,515
-20
| -1% | -$7.97K | 0.37% | 70 |
|
|
2021
Q1 | $571K | Sell |
1,535
-8
| -0.5% | -$2.77K | 0.38% | 69 |
|
|
2020
Q4 | $541K | Sell |
1,543
-10
| -0.6% | -$3.35K | 0.39% | 69 |
|
|
2020
Q3 | $484K | Sell |
1,553
-5
| -0.3% | -$1.54K | 0.39% | 73 |
|
|
2020
Q2 | $460K | Buy |
1,558
+34
| +2% | +$9.74K | 0.4% | 74 |
|
|
2020
Q1 | $380K | Buy |
1,524
+235
| +18% | +$64.7K | 0.38% | 78 |
|
|
2019
Q4 | $379K | Sell |
1,289
-198
| -13% | -$51.8K | 0.34% | 87 |
|
|
2019
Q3 | $323K | Buy |
1,487
+50
| +3% | +$12.1K | 0.3% | 95 |
|
|
2019
Q2 | $351K | Sell |
1,437
-10
| -0.7% | -$2.4K | 0.38% | 80 |
|
|
2019
Q1 | $358K | Buy |
1,447
+40
| +3% | +$10.2K | 0.39% | 79 |
|
|
2018
Q4 | $351K | Sell |
1,407
-77
| -5% | -$20.3K | 0.45% | 70 |
|
|
2018
Q3 | $395K | Buy |
1,484
+19
| +1% | +$4.94K | 0.43% | 72 |
|
|
2018
Q2 | $359K | Sell |
1,465
-10
| -0.7% | -$2.4K | 0.42% | 78 |
|
|
2018
Q1 | $316K | Buy |
1,475
+48
| +3% | +$11K | 0.38% | 85 |
|
|
2017
Q4 | $315K | Buy |
+1,427
| New | +$302K | 0.39% | 85 |
|
Other funds holding UNH
PAM
DC
CNB
CRM
SI