Syverson Strege & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Buy |
2,905
+2,019
| +228% | +$630K | 0.21% | 50 |
|
|
2025
Q1 | $464K | Buy |
886
+18
| +2% | +$9.43K | 0.15% | 47 |
|
|
2024
Q4 | $439K | Buy |
868
+206
| +31% | +$104K | 0.15% | 48 |
|
|
2024
Q3 | $387K | Sell |
662
-609
| -48% | -$356K | 0.13% | 45 |
|
|
2024
Q2 | $647K | Buy |
1,271
+565
| +80% | +$288K | 0.22% | 39 |
|
|
2024
Q1 | $349K | Buy |
706
+130
| +23% | +$64.3K | 0.13% | 51 |
|
|
2023
Q4 | $303K | Buy |
576
+68
| +13% | +$35.8K | 0.12% | 52 |
|
|
2023
Q3 | $256K | Buy |
508
+65
| +15% | +$32.8K | 0.11% | 50 |
|
|
2023
Q2 | $213K | Sell |
443
-232
| -34% | -$111K | 0.09% | 59 |
|
|
2023
Q1 | $319K | Buy |
675
+95
| +16% | +$44.9K | 0.14% | 47 |
|
|
2022
Q4 | $307K | Buy |
580
+2
| +0.3% | +$1.06K | 0.14% | 47 |
|
|
2022
Q3 | $292K | Buy |
578
+1
| +0.2% | +$505 | 0.15% | 52 |
|
|
2022
Q2 | $296K | Buy |
577
+1
| +0.2% | +$513 | 0.11% | 54 |
|
|
2022
Q1 | $294K | Sell |
576
-17
| -3% | -$8.68K | 0.32% | 49 |
|
|
2021
Q4 | $298K | Sell |
593
-158
| -21% | -$79.4K | 0.22% | 51 |
|
|
2021
Q3 | $294K | Buy |
751
+161
| +27% | +$63K | 0.23% | 49 |
|
|
2021
Q2 | $236K | Buy |
590
+19
| +3% | +$7.6K | 0.21% | 52 |
|
|
2021
Q1 | $212K | Buy |
571
+2
| +0.4% | +$743 | 0.22% | 53 |
|
|
2020
Q4 | $200K | Buy |
+569
| New | +$200K | 0.19% | 53 |
|