Sunbelt Securities’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Buy
2,255
+311
+16% +$157K 0.1% 184
2025
Q1
$1.02M Sell
1,944
-311
-14% -$163K 0.09% 190
2024
Q4
$1.15M Sell
2,255
-535
-19% -$272K 0.1% 184
2024
Q3
$1.63M Buy
2,790
+24
+0.9% +$14K 0.16% 131
2024
Q2
$1.41M Sell
2,766
-734
-21% -$374K 0.14% 140
2024
Q1
$1.73M Sell
3,500
-1,385
-28% -$685K 0.19% 110
2023
Q4
$2.57M Buy
4,885
+76
+2% +$40K 0.32% 68
2023
Q3
$2.42M Buy
4,809
+80
+2% +$40.3K 0.34% 62
2023
Q2
$2.27M Buy
4,729
+162
+4% +$77.9K 0.33% 62
2023
Q1
$2.15M Sell
4,567
-184
-4% -$86.5K 0.35% 67
2022
Q4
$2.52M Sell
4,751
-105
-2% -$55.7K 0.49% 45
2022
Q3
$2.45M Sell
4,856
-94
-2% -$47.5K 0.52% 42
2022
Q2
$2.54M Sell
4,950
-288
-5% -$148K 0.54% 38
2022
Q1
$2.73M Sell
5,238
-77
-1% -$40.1K 0.5% 47
2021
Q4
$2.62M Sell
5,315
-176
-3% -$86.8K 0.43% 60
2021
Q3
$2.31M Hold
5,491
0.41% 60
2021
Q2
$2.31M Buy
5,491
+163
+3% +$68.4K 0.41% 60
2021
Q1
$1.98M Buy
5,328
+32
+0.6% +$11.9K 0.39% 65
2020
Q4
$1.86M Sell
5,296
-105
-2% -$36.8K 0.38% 62
2020
Q3
$1.69M Buy
5,401
+318
+6% +$99.6K 0.47% 60
2020
Q2
$1.5M Sell
5,083
-7,340
-59% -$2.16M 0.52% 53
2020
Q1
$3.2M Buy
12,423
+4,797
+63% +$1.24M 0.14% 76
2019
Q4
$2.24M Sell
7,626
-17
-0.2% -$5K 0.24% 102
2019
Q3
$1.66M Buy
7,643
+3,014
+65% +$655K 0.19% 117
2019
Q2
$1.13M Buy
4,629
+1,998
+76% +$488K 0.49% 58
2019
Q1
$650K Buy
2,631
+126
+5% +$31.1K 0.33% 89
2018
Q4
$334K Sell
2,505
-351
-12% -$46.8K 0.19% 140
2018
Q3
$760K Buy
2,856
+87
+3% +$23.2K 0.41% 65
2018
Q2
$679K Sell
2,769
-66
-2% -$16.2K 0.41% 69
2018
Q1
$607K Sell
2,835
-3
-0.1% -$642 0.56% 50
2017
Q4
$626K Sell
2,838
-74
-3% -$16.3K 0.61% 44
2017
Q3
$570K Buy
2,912
+1,738
+148% +$340K 0.6% 50
2017
Q2
$218K Buy
+1,174
New +$218K 0.41% 72