Univest Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
34,211
+1,341
| +4% | +$418K | 0.64% | 41 |
|
|
2025
Q1 | $17.2M | Buy |
32,870
+1,157
| +4% | +$606K | 1.12% | 19 |
|
|
2024
Q4 | $16M | Sell |
31,713
-649
| -2% | -$328K | 1.01% | 22 |
|
|
2024
Q3 | $18.9M | Buy |
32,362
+23,797
| +278% | +$13.9M | 1.25% | 20 |
|
|
2024
Q2 | $4.36M | Sell |
8,565
-179
| -2% | -$91.2K | 1.21% | 25 |
|
|
2024
Q1 | $4.33M | Sell |
8,744
-3,149
| -26% | -$1.56M | 1.22% | 26 |
|
|
2023
Q4 | $6.26M | Sell |
11,893
-158
| -1% | -$83.2K | 1.85% | 15 |
|
|
2023
Q3 | $6.08M | Sell |
12,051
-1
| -0% | -$504 | 2.03% | 11 |
|
|
2023
Q2 | $5.79M | Sell |
12,052
-386
| -3% | -$186K | 1.75% | 16 |
|
|
2023
Q1 | $5.88M | Buy |
12,438
+1,456
| +13% | +$688K | 1.83% | 14 |
|
|
2022
Q4 | $5.82M | Sell |
10,982
-669
| -6% | -$355K | 1.83% | 12 |
|
|
2022
Q3 | $5.89M | Buy |
11,651
+2,134
| +22% | +$1.08M | 1.93% | 12 |
|
|
2022
Q2 | $4.89M | Sell |
9,517
-55
| -0.6% | -$28.2K | 1.59% | 19 |
|
|
2022
Q1 | $4.88M | Buy |
9,572
+8,288
| +645% | +$4.23M | 1.38% | 26 |
|
|
2021
Q4 | $645K | Buy |
1,284
+19
| +2% | +$9.54K | 0.16% | 58 |
|
|
2021
Q3 | $494K | Buy |
1,265
+4
| +0.3% | +$1.56K | 0.14% | 65 |
|
|
2021
Q2 | $505K | Buy |
1,261
+213
| +20% | +$85.3K | 0.14% | 65 |
|
|
2021
Q1 | $390K | Buy |
1,048
+24
| +2% | +$8.93K | 0.11% | 74 |
|
|
2020
Q4 | $359K | Sell |
1,024
-5
| -0.5% | -$1.75K | 0.1% | 79 |
|
|
2020
Q3 | $321K | Hold |
1,029
| – | – | 0.1% | 80 |
|
|
2020
Q2 | $303K | Sell |
1,029
-24
| -2% | -$7.07K | 0.1% | 85 |
|
|
2020
Q1 | $263K | Sell |
1,053
-334
| -24% | -$83.4K | 0.1% | 95 |
|
|
2019
Q4 | $222K | Buy |
+1,387
| New | +$222K | 0.09% | 97 |
|
|
2019
Q2 | – | Sell |
-816
| Closed | -$202K | – | 113 |
|
|
2019
Q1 | $202K | Sell |
816
-274
| -25% | -$67.8K | 0.07% | 113 |
|
|
2018
Q4 | $272K | Sell |
1,090
-55
| -5% | -$13.7K | 0.1% | 105 |
|
|
2018
Q3 | $305K | Hold |
1,145
| – | – | 0.09% | 93 |
|
|
2018
Q2 | $281K | Sell |
1,145
-92
| -7% | -$22.6K | 0.11% | 90 |
|
|
2018
Q1 | $265K | Sell |
1,237
-113
| -8% | -$24.2K | 0.11% | 84 |
|
|
2017
Q4 | $298K | Sell |
1,350
-1
| -0.1% | -$221 | 0.12% | 84 |
|
|
2017
Q3 | $265K | Sell |
1,351
-31
| -2% | -$6.08K | 0.11% | 83 |
|
|
2017
Q2 | $256K | Sell |
1,382
-100
| -7% | -$18.5K | 0.11% | 86 |
|
|
2017
Q1 | $243K | Buy |
1,482
+95
| +7% | +$15.6K | 0.11% | 89 |
|
|
2016
Q4 | $222K | Buy |
+1,387
| New | +$222K | 0.09% | 97 |
|
|
2015
Q2 | – | Sell |
-1,794
| Closed | -$212K | – | 90 |
|
|
2015
Q1 | $212K | Buy |
+1,794
| New | +$212K | 0.1% | 84 |
|