Torray Investment Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
49,337
+27,539
| +126% | +$8.59M | 2.23% | 18 |
|
|
2025
Q1 | $11.4M | Sell |
21,798
-20
| -0.1% | -$10.5K | 1.7% | 22 |
|
|
2024
Q4 | $11M | Sell |
21,818
-5,507
| -20% | -$2.79M | 1.58% | 26 |
|
|
2024
Q3 | $16M | Buy |
27,325
+433
| +2% | +$253K | 2.24% | 15 |
|
|
2024
Q2 | $13.7M | Buy |
26,892
+40
| +0.1% | +$20.4K | 2.05% | 15 |
|
|
2024
Q1 | $13.3M | Hold |
26,852
| – | – | 1.99% | 21 |
|
|
2023
Q4 | $14.1M | Buy |
26,852
+29
| +0.1% | +$15.3K | 2.29% | 15 |
|
|
2023
Q3 | $13.5M | Sell |
26,823
-50
| -0.2% | -$25.2K | 2.39% | 10 |
|
|
2023
Q2 | $12.9M | Buy |
26,873
+196
| +0.7% | +$94.2K | 2.23% | 14 |
|
|
2023
Q1 | $12.6M | Buy |
26,677
+2
| +0% | +$945 | 2.26% | 8 |
|
|
2022
Q4 | $14.1M | Hold |
26,675
| – | – | 2.55% | 6 |
|
|
2022
Q3 | $13.5M | Hold |
26,675
| – | – | 2.68% | 7 |
|
|
2022
Q2 | $13.7M | Sell |
26,675
-3,913
| -13% | -$2.01M | 2.61% | 9 |
|
|
2022
Q1 | $15.6M | Sell |
30,588
-3,840
| -11% | -$1.96M | 2.5% | 10 |
|
|
2021
Q4 | $17.3M | Sell |
34,428
-3,677
| -10% | -$1.85M | 2.55% | 5 |
|
|
2021
Q3 | $14.9M | Sell |
38,105
-2,371
| -6% | -$926K | 2.28% | 13 |
|
|
2021
Q2 | $16.2M | Sell |
40,476
-2,940
| -7% | -$1.18M | 2.38% | 11 |
|
|
2021
Q1 | $16.2M | Sell |
43,416
-9
| -0% | -$3.35K | 2.53% | 12 |
|
|
2020
Q4 | $15.2M | Buy |
43,425
+17
| +0% | +$5.96K | 2.51% | 12 |
|
|
2020
Q3 | $13.5M | Sell |
43,408
-1,355
| -3% | -$422K | 2.49% | 11 |
|
|
2020
Q2 | $13.2M | Sell |
44,763
-66
| -0.1% | -$19.5K | 2.49% | 13 |
|
|
2020
Q1 | $11.2M | Buy |
44,829
+8,201
| +22% | +$2.05M | 2.47% | 13 |
|
|
2019
Q4 | $10.8M | Sell |
36,628
-125
| -0.3% | -$36.7K | 1.85% | 22 |
|
|
2019
Q3 | $7.99M | Buy |
36,753
+110
| +0.3% | +$23.9K | 0.87% | 48 |
|
|
2019
Q2 | $8.94M | Sell |
36,643
-357
| -1% | -$87.1K | 0.93% | 52 |
|
|
2019
Q1 | $9.15M | Sell |
37,000
-2,125
| -5% | -$525K | 0.97% | 51 |
|
|
2018
Q4 | $9.75M | Sell |
39,125
-47
| -0.1% | -$11.7K | 1.16% | 46 |
|
|
2018
Q3 | $10.4M | Sell |
39,172
-215
| -0.5% | -$57.2K | 1.04% | 48 |
|
|
2018
Q2 | $9.66M | Sell |
39,387
-15
| -0% | -$3.68K | 1.01% | 50 |
|
|
2018
Q1 | $8.43M | Buy |
39,402
+2,323
| +6% | +$497K | 0.87% | 55 |
|
|
2017
Q4 | $8.17M | Sell |
37,079
-20,810
| -36% | -$4.59M | 0.81% | 57 |
|
|
2017
Q3 | $11.3M | Buy |
57,889
+1,185
| +2% | +$232K | 1.12% | 51 |
|
|
2017
Q2 | $10.5M | Buy |
56,704
+20
| +0% | +$3.71K | 1.11% | 47 |
|
|
2017
Q1 | $9.3M | Buy |
56,684
+80
| +0.1% | +$13.1K | 0.97% | 52 |
|
|
2016
Q4 | $9.06M | Buy |
56,604
+121
| +0.2% | +$19.4K | 0.96% | 54 |
|
|
2016
Q3 | $7.91M | Buy |
56,483
+15
| +0% | +$2.1K | 0.87% | 56 |
|
|
2016
Q2 | $7.97M | Buy |
56,468
+875
| +2% | +$124K | 0.61% | 57 |
|
|
2016
Q1 | $7.17M | Buy |
55,593
+30
| +0.1% | +$3.87K | 0.37% | 58 |
|
|
2015
Q4 | $6.54M | Buy |
55,563
+535
| +1% | +$62.9K | 0.49% | 56 |
|
|
2015
Q3 | $6.38M | Hold |
55,028
| – | – | 0.47% | 58 |
|
|
2015
Q2 | $6.71M | Buy |
55,028
+53,150
| +2,830% | +$6.48M | 0.44% | 61 |
|
|
2015
Q1 | $222K | Sell |
1,878
-98,954
| -98% | -$11.7M | 0.03% | 61 |
|
|
2014
Q4 | $10.2M | Sell |
100,832
-18,768
| -16% | -$1.9M | 0.86% | 55 |
|
|
2014
Q3 | $10.3M | Hold |
119,600
| – | – | 0.94% | 56 |
|
|
2014
Q2 | $9.78M | Hold |
119,600
| – | – | 0.99% | 58 |
|
|
2014
Q1 | $9.81M | Sell |
119,600
-27,800
| -19% | -$2.28M | 1.66% | 32 |
|
|
2013
Q4 | $11.1M | Hold |
147,400
| – | – | 2.3% | 20 |
|
|
2013
Q3 | $10.6M | Hold |
147,400
| – | – | 2.28% | 22 |
|
|
2013
Q2 | $9.65M | Buy |
+147,400
| New | +$9.65M | 2.1% | 24 |
|