Transamerica Financial 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 | $1.1M | Buy |
3,539
+799
| +29% | +$249K | 0.1% | 138 |
|
|
2025
Q1 | $1.44M | Sell |
2,740
-65
| -2% | -$34K | 0.15% | 130 |
|
|
2024
Q4 | $1.42M | Sell |
2,805
-215
| -7% | -$109K | 0.14% | 124 |
|
|
2024
Q3 | $1.77M | Sell |
3,020
-5,618
| -65% | -$3.29M | 0.17% | 116 |
|
|
2024
Q2 | $4.4M | Hold |
8,638
| – | – | 0.47% | 57 |
|
|
2024
Q1 | $4.27M | Buy |
8,638
+7,835
| +976% | +$3.88M | 0.43% | 69 |
|
|
2023
Q4 | $423K | Buy |
803
+413
| +106% | +$218K | 0.06% | 186 |
|
|
2023
Q3 | $197K | Buy |
390
+82
| +27% | +$41.4K | 0.03% | 222 |
|
|
2023
Q2 | $148K | Hold |
308
| – | – | 0.02% | 238 |
|
|
2023
Q1 | $146K | Hold |
308
| – | – | 0.02% | 243 |
|
|
2022
Q4 | $164K | Sell |
308
-12
| -4% | -$6.39K | 0.02% | 232 |
|
|
2022
Q3 | $162K | Buy |
320
+12
| +4% | +$6.08K | 0.02% | 228 |
|
|
2022
Q2 | $159K | Buy |
+308
| New | +$159K | 0.02% | 229 |
|
|
2020
Q4 | – | Sell |
-3
| Closed | -$1K | – | 200 |
|
|
2020
Q3 | $1K | Sell |
3
-1,256
| -100% | -$419K | 0.02% | 180 |
|
|
2020
Q2 | $372K | Buy |
1,259
+1,258
| +125,800% | +$372K | 0.08% | 119 |
|
|
2020
Q1 | $1K | Hold |
1
| – | – | 0.02% | 113 |
|
|
2019
Q4 | $1K | Buy |
+1
| New | +$1K | 0.01% | 125 |
|
|
2019
Q3 | – | Sell |
-4,388
| Closed | -$1.07M | – | 493 |
|
|
2019
Q2 | $1.07M | Buy |
+4,388
| New | +$1.07M | 0.23% | 86 |
|
|
2019
Q1 | – | Sell |
-3,410
| Closed | -$850K | – | 429 |
|
|
2018
Q4 | $850K | Sell |
3,410
-457
| -12% | -$114K | 0.22% | 81 |
|
|
2018
Q3 | $1.03M | Sell |
3,867
-135
| -3% | -$35.9K | 0.22% | 95 |
|
|
2018
Q2 | $982K | Sell |
4,002
-23,739
| -86% | -$5.83M | 0.22% | 91 |
|
|
2018
Q1 | $5.94M | Sell |
27,741
-1,394
| -5% | -$298K | 0.88% | 37 |
|
|
2017
Q4 | $6.42M | Sell |
29,135
-465
| -2% | -$103K | 0.85% | 40 |
|
|
2017
Q3 | $5.8M | Sell |
29,600
-831
| -3% | -$163K | 0.72% | 51 |
|
|
2017
Q2 | $5.64M | Buy |
30,431
+1,899
| +7% | +$352K | 0.77% | 45 |
|
|
2017
Q1 | $4.68M | Sell |
28,532
-63
| -0.2% | -$10.3K | 0.56% | 59 |
|
|
2016
Q4 | $4.58M | Buy |
28,595
+326
| +1% | +$52.2K | 0.55% | 63 |
|
|
2016
Q3 | $3.96M | Buy |
28,269
+2,543
| +10% | +$356K | 0.43% | 70 |
|
|
2016
Q2 | $3.63M | Sell |
25,726
-200
| -0.8% | -$28.2K | 0.37% | 74 |
|
|
2016
Q1 | $3.34M | Buy |
25,926
+2,157
| +9% | +$278K | 0.28% | 83 |
|
|
2015
Q4 | $2.8M | Buy |
23,769
+1,566
| +7% | +$184K | 0.21% | 93 |
|
|
2015
Q3 | $2.58M | Buy |
22,203
+763
| +4% | +$88.5K | 0.21% | 89 |
|
|
2015
Q2 | $2.62M | Buy |
21,440
+1,151
| +6% | +$140K | 0.19% | 105 |
|
|
2015
Q1 | $2.4M | Sell |
20,289
-3,071
| -13% | -$363K | 0.17% | 113 |
|
|
2014
Q4 | $2.36M | Sell |
23,360
-12,357
| -35% | -$1.25M | 0.19% | 78 |
|
|
2014
Q3 | $3.08M | Buy |
35,717
+389
| +1% | +$33.6K | 0.28% | 53 |
|
|
2014
Q2 | $2.89M | Buy |
35,328
+2,102
| +6% | +$172K | 0.25% | 58 |
|
|
2014
Q1 | $2.73M | Buy |
33,226
+3,312
| +11% | +$272K | 0.27% | 51 |
|
|
2013
Q4 | $2.25M | Buy |
29,914
+29,071
| +3,449% | +$2.19M | 0.24% | 58 |
|
|
2013
Q3 | $61K | Buy |
843
+199
| +31% | +$14.4K | 0.01% | 303 |
|
|
2013
Q2 | $43K | Buy |
+644
| New | +$43K | 0.01% | 297 |
|