The Family Firm’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-798
| Closed | -$418K | – | 190 |
|
|
2025
Q1 | $418K | Buy |
798
+3
| +0.4% | +$1.57K | 0.09% | 132 |
|
|
2024
Q4 | $402K | Buy |
795
+2
| +0.3% | +$1.01K | 0.09% | 136 |
|
|
2024
Q3 | $464K | Buy |
793
+98
| +14% | +$57.3K | 0.1% | 122 |
|
|
2024
Q2 | $354K | Buy |
695
+2
| +0.3% | +$1.02K | 0.08% | 142 |
|
|
2024
Q1 | $343K | Buy |
693
+2
| +0.3% | +$989 | 0.08% | 145 |
|
|
2023
Q4 | $364K | Buy |
691
+17
| +3% | +$8.95K | 0.09% | 130 |
|
|
2023
Q3 | $340K | Buy |
674
+2
| +0.3% | +$1.01K | 0.1% | 130 |
|
|
2023
Q2 | $323K | Buy |
672
+2
| +0.3% | +$961 | 0.09% | 141 |
|
|
2023
Q1 | $316K | Buy |
670
+8
| +1% | +$3.78K | 0.09% | 137 |
|
|
2022
Q4 | $351K | Buy |
662
+36
| +6% | +$19.1K | 0.1% | 129 |
|
|
2022
Q3 | $316K | Sell |
626
-6
| -0.9% | -$3.03K | 0.1% | 133 |
|
|
2022
Q2 | $325K | Buy |
632
+2
| +0.3% | +$1.03K | 0.1% | 135 |
|
|
2022
Q1 | $321K | Sell |
630
-32
| -5% | -$16.3K | 0.08% | 139 |
|
|
2021
Q4 | $332K | Buy |
662
+2
| +0.3% | +$1K | 0.09% | 133 |
|
|
2021
Q3 | $287K | Buy |
660
+61
| +10% | +$26.5K | 0.08% | 139 |
|
|
2021
Q2 | $240K | Buy |
599
+14
| +2% | +$5.61K | 0.07% | 157 |
|
|
2021
Q1 | $218K | Buy |
585
+2
| +0.3% | +$745 | 0.06% | 160 |
|
|
2020
Q4 | $205K | Buy |
+583
| New | +$205K | 0.06% | 162 |
|
|
2019
Q1 | – | Sell |
-885
| Closed | -$220K | – | 141 |
|
|
2018
Q4 | $220K | Buy |
885
+27
| +3% | +$6.71K | 0.09% | 125 |
|
|
2018
Q3 | $228K | Buy |
858
+16
| +2% | +$4.25K | 0.08% | 124 |
|
|
2018
Q2 | $207K | Buy |
+842
| New | +$207K | 0.08% | 128 |
|
|
2018
Q1 | – | Sell |
-932
| Closed | -$205K | – | 138 |
|
|
2017
Q4 | $205K | Buy |
+932
| New | +$205K | 0.08% | 125 |
|