Tiemann Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $746K | Sell |
2,393
-276
| -10% | -$86.1K | 0.31% | 65 |
|
|
2025
Q1 | $1.4M | Sell |
2,669
-190
| -7% | -$99.5K | 0.63% | 35 |
|
|
2024
Q4 | $1.45M | Sell |
2,859
-65
| -2% | -$32.9K | 0.64% | 36 |
|
|
2024
Q3 | $1.71M | Sell |
2,924
-60
| -2% | -$35.1K | 0.74% | 31 |
|
|
2024
Q2 | $1.52M | Sell |
2,984
-60
| -2% | -$30.6K | 0.68% | 34 |
|
|
2024
Q1 | $1.51M | Buy |
3,044
+25
| +0.8% | +$12.4K | 0.67% | 35 |
|
|
2023
Q4 | $1.59M | Buy |
3,019
+80
| +3% | +$42.1K | 0.77% | 33 |
|
|
2023
Q3 | $1.48M | Buy |
2,939
+40
| +1% | +$20.2K | 0.79% | 31 |
|
|
2023
Q2 | $1.39M | Buy |
2,899
+25
| +0.9% | +$12K | 0.71% | 34 |
|
|
2023
Q1 | $1.36M | Sell |
2,874
-62
| -2% | -$29.3K | 0.74% | 34 |
|
|
2022
Q4 | $1.56M | Sell |
2,936
-15
| -0.5% | -$7.96K | 0.91% | 24 |
|
|
2022
Q3 | $1.49M | Hold |
2,951
| – | – | 0.97% | 24 |
|
|
2022
Q2 | $1.52M | Sell |
2,951
-7
| -0.2% | -$3.6K | 0.81% | 30 |
|
|
2022
Q1 | $1.51M | Buy |
2,958
+97
| +3% | +$49.5K | 0.7% | 37 |
|
|
2021
Q4 | $1.44M | Buy |
2,861
+113
| +4% | +$56.8K | 0.61% | 42 |
|
|
2021
Q3 | $1.07M | Sell |
2,748
-155
| -5% | -$60.6K | 0.51% | 51 |
|
|
2021
Q2 | $1.16M | Sell |
2,903
-20
| -0.7% | -$8.01K | 0.54% | 53 |
|
|
2021
Q1 | $1.09M | Sell |
2,923
-40
| -1% | -$14.9K | 0.54% | 50 |
|
|
2020
Q4 | $1.04M | Buy |
2,963
+225
| +8% | +$78.9K | 0.55% | 48 |
|
|
2020
Q3 | $854K | Buy |
2,738
+201
| +8% | +$62.7K | 0.53% | 51 |
|
|
2020
Q2 | $748K | Buy |
2,537
+275
| +12% | +$81.1K | 0.51% | 56 |
|
|
2020
Q1 | $564K | Sell |
2,262
-103
| -4% | -$25.7K | 0.49% | 55 |
|
|
2019
Q4 | $695K | Sell |
2,365
-75
| -3% | -$22K | 0.47% | 56 |
|
|
2019
Q3 | $530K | Sell |
2,440
-450
| -16% | -$97.7K | 0.39% | 67 |
|
|
2019
Q2 | $705K | Buy |
2,890
+25
| +0.9% | +$6.1K | 0.51% | 55 |
|
|
2019
Q1 | $708K | Buy |
2,865
+51
| +2% | +$12.6K | 0.54% | 53 |
|
|
2018
Q4 | $701K | Sell |
2,814
-481
| -15% | -$120K | 0.63% | 52 |
|
|
2018
Q3 | $877K | Sell |
3,295
-160
| -5% | -$42.6K | 0.67% | 48 |
|
|
2018
Q2 | $848K | Sell |
3,455
-50
| -1% | -$12.3K | 0.68% | 47 |
|
|
2018
Q1 | $750K | Buy |
3,505
+75
| +2% | +$16K | 0.6% | 51 |
|
|
2017
Q4 | $756K | Sell |
3,430
-250
| -7% | -$55.1K | 0.6% | 49 |
|
|
2017
Q3 | $721K | Sell |
3,680
-50
| -1% | -$9.8K | 0.61% | 48 |
|
|
2017
Q2 | $692K | Hold |
3,730
| – | – | 0.62% | 50 |
|
|
2017
Q1 | $612K | Sell |
3,730
-100
| -3% | -$16.4K | 0.57% | 57 |
|
|
2016
Q4 | $613K | Sell |
3,830
-850
| -18% | -$136K | 0.6% | 55 |
|
|
2016
Q3 | $655K | Sell |
4,680
-50
| -1% | -$7K | 0.6% | 52 |
|
|
2016
Q2 | $668K | Sell |
4,730
-535
| -10% | -$75.6K | 0.63% | 50 |
|
|
2016
Q1 | $679K | Buy |
5,265
+250
| +5% | +$32.2K | 0.67% | 48 |
|
|
2015
Q4 | $590K | Sell |
5,015
-500
| -9% | -$58.8K | 0.6% | 53 |
|
|
2015
Q3 | $640K | Sell |
5,515
-225
| -4% | -$26.1K | 0.7% | 44 |
|
|
2015
Q2 | $700K | Hold |
5,740
| – | – | 0.72% | 43 |
|
|
2015
Q1 | $679K | Buy |
5,740
+795
| +16% | +$94K | 0.71% | 44 |
|
|
2014
Q4 | $500K | Sell |
4,945
-5
| -0.1% | -$506 | 0.54% | 61 |
|
|
2014
Q3 | $427K | Buy |
4,950
+95
| +2% | +$8.2K | 0.48% | 71 |
|
|
2014
Q2 | $397K | Buy |
4,855
+140
| +3% | +$11.4K | 0.44% | 79 |
|
|
2014
Q1 | $387K | Buy |
4,715
+425
| +10% | +$34.9K | 0.43% | 78 |
|
|
2013
Q4 | $323K | Buy |
+4,290
| New | +$323K | 0.38% | 92 |
|