Unigestion Holding’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,015
| Closed | -$8.61M | – | 179 |
|
|
2024
Q4 | $8.61M | Sell |
17,015
-21,044
| -55% | -$10.6M | 0.5% | 61 |
|
|
2024
Q3 | $22.2M | Sell |
38,059
-41,121
| -52% | -$24M | 1.07% | 41 |
|
|
2024
Q2 | $41.7M | Sell |
79,180
-11,777
| -13% | -$6.2M | 2.29% | 12 |
|
|
2024
Q1 | $45M | Buy |
90,957
+11,777
| +15% | +$5.82M | 2.2% | 10 |
|
|
2023
Q4 | $41.7M | Sell |
79,180
-187
| -0.2% | -$98.5K | 2.29% | 12 |
|
|
2023
Q3 | $40M | Buy |
79,367
+5,268
| +7% | +$2.66M | 2.46% | 10 |
|
|
2023
Q2 | $35.3M | Buy |
74,099
+42,773
| +137% | +$20.4M | 2.04% | 17 |
|
|
2023
Q1 | $14.7M | Buy |
31,326
+19,236
| +159% | +$9.04M | 0.8% | 43 |
|
|
2022
Q4 | $6.41M | Buy |
12,090
+58
| +0.5% | +$30.7K | 0.34% | 66 |
|
|
2022
Q3 | $6.12M | Sell |
12,032
-68
| -0.6% | -$34.6K | 0.36% | 62 |
|
|
2022
Q2 | $6.22M | Buy |
12,100
+2,429
| +25% | +$1.25M | 0.35% | 64 |
|
|
2022
Q1 | $4.93M | Buy |
9,671
+4,885
| +102% | +$2.49M | 0.21% | 67 |
|
|
2021
Q4 | $2.4M | Buy |
4,786
+986
| +26% | +$495K | 0.1% | 94 |
|
|
2021
Q3 | $1.49M | Buy |
3,800
+2,742
| +259% | +$1.07M | 0.06% | 102 |
|
|
2021
Q2 | $421K | Sell |
1,058
-720
| -40% | -$287K | 0.02% | 206 |
|
|
2021
Q1 | $662K | Buy |
1,778
+613
| +53% | +$228K | 0.02% | 187 |
|
|
2020
Q4 | $409K | Sell |
1,165
-408
| -26% | -$143K | 0.01% | 207 |
|
|
2020
Q3 | $490K | Buy |
1,573
+384
| +32% | +$120K | 0.02% | 158 |
|
|
2020
Q2 | $351K | Sell |
1,189
-1,620
| -58% | -$478K | 0.01% | 185 |
|
|
2020
Q1 | $701K | Buy |
+2,809
| New | +$701K | 0.03% | 184 |
|
|
2019
Q2 | – | Sell |
-3,119
| Closed | -$771K | – | 266 |
|
|
2019
Q1 | $771K | Sell |
3,119
-14,719
| -83% | -$3.64M | 0.02% | 198 |
|
|
2018
Q4 | $4.44M | Sell |
17,838
-242
| -1% | -$60.3K | 0.11% | 124 |
|
|
2018
Q3 | $4.81M | Buy |
18,080
+3,143
| +21% | +$836K | 0.1% | 150 |
|
|
2018
Q2 | $3.67M | Buy |
+14,937
| New | +$3.67M | 0.07% | 178 |
|