Tortoise Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Hold |
375
| – | – | 0.01% | 274 |
|
|
2025
Q1 | $196K | Sell |
375
-282
| -43% | -$148K | 0.02% | 215 |
|
|
2024
Q4 | $332K | Buy |
657
+46
| +8% | +$23.3K | 0.04% | 178 |
|
|
2024
Q3 | $357K | Buy |
611
+121
| +25% | +$70.7K | 0.04% | 170 |
|
|
2024
Q2 | $250K | Sell |
490
-13
| -3% | -$6.62K | 0.03% | 195 |
|
|
2024
Q1 | $249K | Buy |
503
+20
| +4% | +$9.89K | 0.03% | 193 |
|
|
2023
Q4 | $254K | Buy |
483
+123
| +34% | +$64.8K | 0.03% | 187 |
|
|
2023
Q3 | $182K | Buy |
360
+10
| +3% | +$5.04K | 0.03% | 204 |
|
|
2023
Q2 | $168K | Buy |
350
+19
| +6% | +$9.13K | 0.03% | 212 |
|
|
2023
Q1 | $156K | Buy |
331
+6
| +2% | +$2.84K | 0.02% | 212 |
|
|
2022
Q4 | $172K | Sell |
325
-355
| -52% | -$188K | 0.03% | 198 |
|
|
2022
Q3 | $343K | Buy |
680
+377
| +124% | +$190K | 0.07% | 144 |
|
|
2022
Q2 | $156K | Buy |
303
+238
| +366% | +$123K | 0.03% | 190 |
|
|
2022
Q1 | $33K | Hold |
65
| – | – | 0.01% | 358 |
|
|
2021
Q4 | $33K | Buy |
65
+23
| +55% | +$11.7K | 0.01% | 334 |
|
|
2021
Q3 | $16K | Hold |
42
| – | – | ﹤0.01% | 413 |
|
|
2021
Q2 | $17K | Hold |
42
| – | – | ﹤0.01% | 399 |
|
|
2021
Q1 | $16K | Hold |
42
| – | – | ﹤0.01% | 382 |
|
|
2020
Q4 | $15K | Buy |
42
+24
| +133% | +$8.57K | ﹤0.01% | 365 |
|
|
2020
Q3 | $6K | Sell |
18
-290
| -94% | -$96.7K | ﹤0.01% | 425 |
|
|
2020
Q2 | $91K | Sell |
308
-3,818
| -93% | -$1.13M | 0.02% | 180 |
|
|
2020
Q1 | $1.03M | Sell |
4,126
-50
| -1% | -$12.5K | 0.3% | 61 |
|
|
2019
Q4 | $1.23M | Sell |
4,176
-250
| -6% | -$73.5K | 0.29% | 57 |
|
|
2019
Q3 | $962K | Sell |
4,426
-82
| -2% | -$17.8K | 0.25% | 66 |
|
|
2019
Q2 | $1.1M | Hold |
4,508
| – | – | 0.28% | 63 |
|
|
2019
Q1 | $1.12M | Sell |
4,508
-553
| -11% | -$137K | 0.29% | 61 |
|
|
2018
Q4 | $1.26M | Sell |
5,061
-247
| -5% | -$61.5K | 0.34% | 54 |
|
|
2018
Q3 | $1.41M | Hold |
5,308
| – | – | 0.37% | 50 |
|
|
2018
Q2 | $1.3M | Hold |
5,308
| – | – | 0.36% | 49 |
|
|
2018
Q1 | $1.14M | Sell |
5,308
-210
| -4% | -$44.9K | 0.31% | 52 |
|
|
2017
Q4 | $1.22M | Buy |
5,518
+18
| +0.3% | +$3.97K | 0.35% | 49 |
|
|
2017
Q3 | $1.08M | Hold |
5,500
| – | – | 0.33% | 51 |
|
|
2017
Q2 | $1.02M | Hold |
5,500
| – | – | 0.33% | 50 |
|
|
2017
Q1 | $902K | Sell |
5,500
-400
| -7% | -$65.6K | 0.3% | 56 |
|
|
2016
Q4 | $944K | Sell |
5,900
-465
| -7% | -$74.4K | 0.33% | 55 |
|
|
2016
Q3 | $891K | Hold |
6,365
| – | – | 0.3% | 55 |
|
|
2016
Q2 | $899K | Hold |
6,365
| – | – | 0.31% | 54 |
|
|
2016
Q1 | $820K | Hold |
6,365
| – | – | 0.29% | 53 |
|
|
2015
Q4 | $749K | Hold |
6,365
| – | – | 0.27% | 58 |
|
|
2015
Q3 | $738K | Hold |
6,365
| – | – | 0.28% | 57 |
|
|
2015
Q2 | $777K | Hold |
6,365
| – | – | 0.29% | 55 |
|
|
2015
Q1 | $753K | Hold |
6,365
| – | – | 0.29% | 54 |
|
|
2014
Q4 | $643K | Hold |
6,365
| – | – | 0.26% | 59 |
|
|
2014
Q3 | $549K | Hold |
6,365
| – | – | 0.23% | 59 |
|
|
2014
Q2 | $520K | Hold |
6,365
| – | – | 0.22% | 62 |
|
|
2014
Q1 | $522K | Hold |
6,365
| – | – | 0.24% | 59 |
|
|
2013
Q4 | $479K | Hold |
6,365
| – | – | 0.26% | 59 |
|
|
2013
Q3 | $456K | Hold |
6,365
| – | – | 0.28% | 60 |
|
|
2013
Q2 | $417K | Buy |
+6,365
| New | +$417K | 0.28% | 57 |
|