United Capital 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 | $9.23M | Sell |
29,602
-40,093
| -58% | -$12.5M | 0.07% | 210 |
|
|
2025
Q1 | $36.5M | Sell |
69,695
-4,051
| -5% | -$2.12M | 0.31% | 72 |
|
|
2024
Q4 | $37.3M | Buy |
73,746
+447
| +0.6% | +$226K | 0.31% | 70 |
|
|
2024
Q3 | $42.9M | Buy |
73,299
+1,659
| +2% | +$970K | 0.35% | 62 |
|
|
2024
Q2 | $36.5M | Sell |
71,640
-9,535
| -12% | -$4.86M | 0.31% | 66 |
|
|
2024
Q1 | $40.2M | Sell |
81,175
-10,390
| -11% | -$5.14M | 0.33% | 66 |
|
|
2023
Q4 | $48.2M | Sell |
91,565
-21,734
| -19% | -$11.4M | 0.4% | 53 |
|
|
2023
Q3 | $57.1M | Sell |
113,299
-9,205
| -8% | -$4.64M | 0.37% | 56 |
|
|
2023
Q2 | $58.9M | Sell |
122,504
-4,651
| -4% | -$2.24M | 0.32% | 65 |
|
|
2023
Q1 | $60.1M | Sell |
127,155
-15,188
| -11% | -$7.18M | 0.34% | 59 |
|
|
2022
Q4 | $75.5M | Buy |
142,343
+537
| +0.4% | +$285K | 0.42% | 47 |
|
|
2022
Q3 | $71.6M | Buy |
141,806
+910
| +0.6% | +$460K | 0.42% | 45 |
|
|
2022
Q2 | $72.4M | Buy |
140,896
+10,312
| +8% | +$5.3M | 0.4% | 45 |
|
|
2022
Q1 | $66.6M | Buy |
130,584
+7,253
| +6% | +$3.7M | 0.32% | 64 |
|
|
2021
Q4 | $61.9M | Buy |
123,331
+1,629
| +1% | +$818K | 0.29% | 69 |
|
|
2021
Q3 | $47.6M | Buy |
121,702
+26,797
| +28% | +$10.5M | 0.24% | 83 |
|
|
2021
Q2 | $38M | Sell |
94,905
-1,093
| -1% | -$438K | 0.19% | 111 |
|
|
2021
Q1 | $35.7M | Sell |
95,998
-765
| -0.8% | -$285K | 0.2% | 112 |
|
|
2020
Q4 | $33.9M | Sell |
96,763
-22,417
| -19% | -$7.86M | 0.2% | 105 |
|
|
2020
Q3 | $37.2M | Sell |
119,180
-3,918
| -3% | -$1.22M | 0.24% | 94 |
|
|
2020
Q2 | $36.3M | Buy |
123,098
+30,737
| +33% | +$9.07M | 0.26% | 87 |
|
|
2020
Q1 | $23M | Sell |
92,361
-1,609
| -2% | -$401K | 0.19% | 113 |
|
|
2019
Q4 | $27.6M | Buy |
93,970
+19,085
| +25% | +$5.61M | 0.18% | 124 |
|
|
2019
Q3 | $16.3M | Sell |
74,885
-27,848
| -27% | -$6.05M | 0.11% | 222 |
|
|
2019
Q2 | $25.1M | Buy |
102,733
+46,448
| +83% | +$11.3M | 0.16% | 132 |
|
|
2019
Q1 | $13.9M | Buy |
56,285
+1,668
| +3% | +$412K | 0.1% | 233 |
|
|
2018
Q4 | $13.4M | Buy |
54,617
+2,709
| +5% | +$667K | 0.11% | 201 |
|
|
2018
Q3 | $13.8M | Buy |
51,908
+2,506
| +5% | +$667K | 0.1% | 228 |
|
|
2018
Q2 | $12.1M | Buy |
49,402
+3,339
| +7% | +$819K | 0.09% | 262 |
|
|
2018
Q1 | $9.86M | Buy |
46,063
+172
| +0.4% | +$36.8K | 0.08% | 297 |
|
|
2017
Q4 | $10.2M | Sell |
45,891
-7,702
| -14% | -$1.72M | 0.08% | 294 |
|
|
2017
Q3 | $10.5M | Buy |
53,593
+4,769
| +10% | +$934K | 0.09% | 270 |
|
|
2017
Q2 | $9.05M | Sell |
48,824
-1,824
| -4% | -$338K | 0.08% | 287 |
|
|
2017
Q1 | $8.31M | Sell |
50,648
-2,183
| -4% | -$358K | 0.08% | 299 |
|
|
2016
Q4 | $8.46M | Buy |
52,831
+6,437
| +14% | +$1.03M | 0.08% | 293 |
|
|
2016
Q3 | $6.5M | Buy |
46,394
+6,250
| +16% | +$875K | 0.06% | 339 |
|
|
2016
Q2 | $5.66M | Buy |
40,144
+3,879
| +11% | +$547K | 0.06% | 343 |
|
|
2016
Q1 | $4.68M | Sell |
36,265
-2,275
| -6% | -$293K | 0.05% | 348 |
|
|
2015
Q4 | $4.53M | Sell |
38,540
-51,028
| -57% | -$6M | 0.05% | 354 |
|
|
2015
Q3 | $10.4M | Sell |
89,568
-2,340
| -3% | -$271K | 0.12% | 182 |
|
|
2015
Q2 | $11.2M | Buy |
91,908
+51,005
| +125% | +$6.22M | 0.13% | 185 |
|
|
2015
Q1 | $4.56M | Buy |
40,903
+497
| +1% | +$55.4K | 0.06% | 354 |
|
|
2014
Q4 | $4.09M | Buy |
40,406
+797
| +2% | +$80.6K | 0.06% | 291 |
|
|
2014
Q3 | $3.42M | Sell |
39,609
-1,199
| -3% | -$103K | 0.06% | 315 |
|
|
2014
Q2 | $3.34M | Buy |
40,808
+4,616
| +13% | +$377K | 0.06% | 298 |
|
|
2014
Q1 | $2.97M | Buy |
36,192
+2,954
| +9% | +$242K | 0.06% | 293 |
|
|
2013
Q4 | $2.5M | Buy |
33,238
+10,709
| +48% | +$806K | 0.09% | 214 |
|
|
2013
Q3 | $1.61M | Sell |
22,529
-2,980
| -12% | -$213K | 0.05% | 285 |
|
|
2013
Q2 | $1.67M | Buy |
+25,509
| New | +$1.67M | 0.04% | 330 |
|