Tradewinds Capital 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 | $76.4K | Hold |
245
| – | – | 0.02% | 159 |
|
|
2025
Q1 | $128K | Sell |
245
-2
| -0.8% | -$1.05K | 0.03% | 119 |
|
|
2024
Q4 | $125K | Buy |
247
+2
| +0.8% | +$1.01K | 0.03% | 132 |
|
|
2024
Q3 | $143K | Sell |
245
-31
| -11% | -$18.1K | 0.04% | 108 |
|
|
2024
Q2 | $141K | Buy |
276
+4
| +1% | +$2.04K | 0.04% | 97 |
|
|
2024
Q1 | $135K | Buy |
272
+34
| +14% | +$16.8K | 0.04% | 93 |
|
|
2023
Q4 | $125K | Hold |
238
| – | – | 0.05% | 68 |
|
|
2023
Q3 | $120K | Hold |
238
| – | – | 0.04% | 64 |
|
|
2023
Q2 | $114K | Sell |
238
-29
| -11% | -$13.9K | 0.04% | 73 |
|
|
2023
Q1 | $126K | Sell |
267
-49
| -16% | -$23.2K | 0.04% | 63 |
|
|
2022
Q4 | $168K | Buy |
316
+25
| +9% | +$13.3K | 0.08% | 45 |
|
|
2022
Q3 | $147K | Hold |
291
| – | – | 0.06% | 53 |
|
|
2022
Q2 | $149K | Sell |
291
-42
| -13% | -$21.5K | 0.06% | 50 |
|
|
2022
Q1 | $170K | Buy |
333
+5
| +2% | +$2.55K | 0.03% | 129 |
|
|
2021
Q4 | $165K | Hold |
328
| – | – | 0.03% | 139 |
|
|
2021
Q3 | $128K | Buy |
328
+6
| +2% | +$2.34K | 0.02% | 144 |
|
|
2021
Q2 | $129K | Buy |
322
+24
| +8% | +$9.62K | 0.02% | 147 |
|
|
2021
Q1 | $111K | Buy |
298
+15
| +5% | +$5.59K | 0.02% | 155 |
|
|
2020
Q4 | $99K | Hold |
283
| – | – | 0.02% | 159 |
|
|
2020
Q3 | $88K | Sell |
283
-5
| -2% | -$1.56K | 0.02% | 148 |
|
|
2020
Q2 | $85K | Buy |
288
+5
| +2% | +$1.48K | 0.02% | 147 |
|
|
2020
Q1 | $71K | Hold |
283
| – | – | 0.02% | 149 |
|
|
2019
Q4 | $83K | Sell |
283
-40
| -12% | -$11.7K | 0.03% | 152 |
|
|
2019
Q3 | $70K | Buy |
323
+40
| +14% | +$8.67K | 0.03% | 149 |
|
|
2019
Q2 | $69K | Hold |
283
| – | – | 0.03% | 147 |
|
|
2019
Q1 | $70K | Buy |
283
+2
| +0.7% | +$495 | 0.03% | 165 |
|
|
2018
Q4 | $70K | Sell |
281
-25
| -8% | -$6.23K | 0.03% | 153 |
|
|
2018
Q3 | $81K | Hold |
306
| – | – | 0.03% | 161 |
|
|
2018
Q2 | $75K | Buy |
306
+69
| +29% | +$16.9K | 0.03% | 170 |
|
|
2018
Q1 | $51K | Sell |
237
-8
| -3% | -$1.72K | 0.02% | 206 |
|
|
2017
Q4 | $54K | Hold |
245
| – | – | 0.03% | 199 |
|
|
2017
Q3 | $48K | Hold |
245
| – | – | 0.02% | 206 |
|
|
2017
Q2 | $45K | Buy |
245
+8
| +3% | +$1.47K | 0.02% | 216 |
|
|
2017
Q1 | $39K | Hold |
237
| – | – | 0.02% | 227 |
|
|
2016
Q4 | $38K | Sell |
237
-36
| -13% | -$5.77K | 0.03% | 227 |
|
|
2016
Q3 | $38K | Buy |
273
+36
| +15% | +$5.01K | 0.03% | 226 |
|
|
2016
Q2 | $33K | Hold |
237
| – | – | 0.02% | 239 |
|
|
2016
Q1 | $31K | Sell |
237
-50
| -17% | -$6.54K | 0.02% | 280 |
|
|
2015
Q4 | $34K | Sell |
287
-150
| -34% | -$17.8K | 0.02% | 250 |
|
|
2015
Q3 | $51K | Buy |
437
+75
| +21% | +$8.75K | 0.04% | 205 |
|
|
2015
Q2 | $44K | Buy |
362
+60
| +20% | +$7.29K | 0.03% | 242 |
|
|
2015
Q1 | $36K | Buy |
302
+65
| +27% | +$7.75K | 0.03% | 240 |
|
|
2014
Q4 | $24K | Sell |
237
-174
| -42% | -$17.6K | 0.02% | 284 |
|
|
2014
Q3 | $35K | Hold |
411
| – | – | 0.03% | 242 |
|
|
2014
Q2 | $34K | Sell |
411
-1
| -0.2% | -$83 | 0.03% | 250 |
|
|
2014
Q1 | $34K | Hold |
412
| – | – | 0.03% | 262 |
|
|
2013
Q4 | $31K | Buy |
+412
| New | +$31K | 0.03% | 256 |
|