Townsend & Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
3,679
-41
| -1% | -$11.5K | 0.1% | 64 |
|
|
2025
Q1 | $1.58M | Hold |
3,720
| – | – | 0.17% | 58 |
|
|
2024
Q4 | $1.95M | Sell |
3,720
-32
| -0.9% | -$16.8K | 0.2% | 53 |
|
|
2024
Q3 | $2.12M | Hold |
3,752
| – | – | 0.22% | 51 |
|
|
2024
Q2 | $2.14M | Sell |
3,752
-36
| -1% | -$20.5K | 0.24% | 49 |
|
|
2024
Q1 | $1.84M | Sell |
3,788
-86
| -2% | -$41.8K | 0.21% | 52 |
|
|
2023
Q4 | $1.99M | Sell |
3,874
-270
| -7% | -$139K | 0.25% | 49 |
|
|
2023
Q3 | $2.17M | Sell |
4,144
-2,591
| -38% | -$1.36M | 0.46% | 45 |
|
|
2023
Q2 | $3.44M | Buy |
6,735
+56
| +0.8% | +$28.6K | 0.89% | 41 |
|
|
2023
Q1 | $3.29M | Sell |
6,679
-2,215
| -25% | -$1.09M | 1.32% | 27 |
|
|
2022
Q4 | $4.41M | Sell |
8,894
-282
| -3% | -$140K | 2.18% | 11 |
|
|
2022
Q3 | $5.08M | Buy |
9,176
+2,869
| +45% | +$1.59M | 2.34% | 5 |
|
|
2022
Q2 | $3.26M | Sell |
6,307
-56
| -0.9% | -$28.9K | 1.51% | 11 |
|
|
2022
Q1 | $3.47M | Buy |
6,363
+184
| +3% | +$100K | 1.6% | 12 |
|
|
2021
Q4 | $2.9M | Buy |
6,179
+16
| +0.3% | +$7.5K | 1.59% | 17 |
|
|
2021
Q3 | $2.5M | Buy |
6,163
+354
| +6% | +$143K | 1.23% | 23 |
|
|
2021
Q2 | $2.42M | Buy |
5,809
+156
| +3% | +$64.9K | 1.41% | 25 |
|
|
2021
Q1 | $2.1M | Buy |
5,653
+286
| +5% | +$106K | 1.37% | 25 |
|
|
2020
Q4 | $1.88M | Buy |
5,367
+136
| +3% | +$47.7K | 1.37% | 22 |
|
|
2020
Q3 | $1.72M | Sell |
5,231
-871
| -14% | -$286K | 1.34% | 27 |
|
|
2020
Q2 | $1.8M | Buy |
6,102
+142
| +2% | +$41.9K | 1.51% | 20 |
|
|
2020
Q1 | $1.48M | Buy |
5,960
+222
| +4% | +$55.1K | 1.54% | 29 |
|
|
2019
Q4 | $1.7M | Buy |
5,738
+171
| +3% | +$50.6K | 1.48% | 31 |
|
|
2019
Q3 | $1.23M | Buy |
5,567
+530
| +11% | +$117K | 1.17% | 51 |
|
|
2019
Q2 | $1.24M | Buy |
5,037
+628
| +14% | +$154K | 0.94% | 41 |
|
|
2019
Q1 | $1.09M | Buy |
4,409
+71
| +2% | +$17.6K | 1.1% | 37 |
|
|
2018
Q4 | $1.08M | Buy |
4,338
+245
| +6% | +$61.1K | 1.24% | 33 |
|
|
2018
Q3 | $1.09M | Buy |
4,093
+772
| +23% | +$205K | 1.08% | 37 |
|
|
2018
Q2 | $815K | Buy |
3,321
+189
| +6% | +$46.4K | 0.91% | 42 |
|
|
2018
Q1 | $670K | Buy |
3,132
+393
| +14% | +$84.1K | 0.54% | 47 |
|
|
2017
Q4 | $604K | Buy |
+2,739
| New | +$604K | 0.52% | 49 |
|