Wellington Shields 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 | $2.32M | Sell |
7,434
-8,422
| -53% | -$2.63M | 0.39% | 57 |
|
|
2025
Q1 | $8.3M | Buy |
15,856
+6,045
| +62% | +$3.17M | 1.51% | 17 |
|
|
2024
Q4 | $4.96M | Buy |
9,811
+2,573
| +36% | +$1.3M | 0.88% | 24 |
|
|
2024
Q3 | $4.23M | Buy |
7,238
+6
| +0.1% | +$3.51K | 0.74% | 26 |
|
|
2024
Q2 | $3.68M | Buy |
7,232
+4,330
| +149% | +$2.21M | 0.67% | 31 |
|
|
2024
Q1 | $1.44M | Hold |
2,902
| – | – | 0.27% | 84 |
|
|
2023
Q4 | $1.53M | Buy |
2,902
+2,335
| +412% | +$1.23M | 0.19% | 79 |
|
|
2023
Q3 | $286K | Hold |
567
| – | – | 0.04% | 195 |
|
|
2023
Q2 | $273K | Hold |
567
| – | – | 0.03% | 198 |
|
|
2023
Q1 | $268K | Sell |
567
-2,505
| -82% | -$1.18M | 0.03% | 201 |
|
|
2022
Q4 | $1.63M | Buy |
3,072
+50
| +2% | +$26.5K | 0.2% | 66 |
|
|
2022
Q3 | $1.53M | Sell |
3,022
-40
| -1% | -$20.2K | 0.36% | 68 |
|
|
2022
Q2 | $1.57M | Sell |
3,062
-1,113
| -27% | -$572K | 0.2% | 72 |
|
|
2022
Q1 | $2.13M | Sell |
4,175
-2,653
| -39% | -$1.35M | 0.23% | 66 |
|
|
2021
Q4 | $3.43M | Buy |
6,828
+207
| +3% | +$104K | 0.44% | 54 |
|
|
2021
Q3 | $2.59M | Buy |
6,621
+14
| +0.2% | +$5.47K | 0.35% | 58 |
|
|
2021
Q2 | $2.65M | Sell |
6,607
-87
| -1% | -$34.8K | 0.32% | 71 |
|
|
2021
Q1 | $2.49M | Sell |
6,694
-507
| -7% | -$189K | 0.24% | 87 |
|
|
2020
Q4 | $2.53M | Buy |
7,201
+250
| +4% | +$87.7K | 0.34% | 63 |
|
|
2020
Q3 | $2.17M | Hold |
6,951
| – | – | 0.34% | 59 |
|
|
2020
Q2 | $2.05M | Buy |
6,951
+237
| +4% | +$69.9K | 0.33% | 64 |
|
|
2020
Q1 | $1.67M | Buy |
6,714
+1,257
| +23% | +$313K | 0.32% | 67 |
|
|
2019
Q4 | $1.6M | Hold |
5,457
| – | – | 0.25% | 85 |
|
|
2019
Q3 | $1.19M | Hold |
5,457
| – | – | 0.19% | 103 |
|
|
2019
Q2 | $1.33M | Buy |
5,457
+73
| +1% | +$17.8K | 0.22% | 92 |
|
|
2019
Q1 | $1.33M | Sell |
5,384
-4,525
| -46% | -$1.12M | 0.23% | 92 |
|
|
2018
Q4 | $2.47M | Sell |
9,909
-973
| -9% | -$242K | 0.47% | 45 |
|
|
2018
Q3 | $2.9M | Buy |
10,882
+1,200
| +12% | +$319K | 0.47% | 43 |
|
|
2018
Q2 | $2.38M | Buy |
9,682
+4,325
| +81% | +$1.06M | 0.39% | 48 |
|
|
2018
Q1 | $1.15M | Hold |
5,357
| – | – | 0.17% | 128 |
|
|
2017
Q4 | $1.18M | Hold |
5,357
| – | – | 0.18% | 114 |
|
|
2017
Q3 | $1.05M | Hold |
5,357
| – | – | 0.17% | 122 |
|
|
2017
Q2 | $993K | Hold |
5,357
| – | – | 0.16% | 131 |
|
|
2017
Q1 | $879K | Hold |
5,357
| – | – | 0.14% | 148 |
|
|
2016
Q4 | $857K | Hold |
5,357
| – | – | 0.14% | 147 |
|
|
2016
Q3 | $750K | Hold |
5,357
| – | – | 0.13% | 157 |
|
|
2016
Q2 | $756K | Hold |
5,357
| – | – | 0.13% | 142 |
|
|
2016
Q1 | $691K | Hold |
5,357
| – | – | 0.12% | 151 |
|
|
2015
Q4 | $630K | Hold |
5,357
| – | – | 0.11% | 161 |
|
|
2015
Q3 | $621K | Hold |
5,357
| – | – | 0.11% | 165 |
|
|
2015
Q2 | $654K | Hold |
5,357
| – | – | 0.1% | 193 |
|
|
2015
Q1 | $634K | Buy |
5,357
+40
| +0.8% | +$4.73K | 0.09% | 192 |
|
|
2014
Q4 | $537K | Hold |
5,317
| – | – | 0.09% | 212 |
|
|
2014
Q3 | $459K | Hold |
5,317
| – | – | 0.08% | 220 |
|
|
2014
Q2 | $435K | Hold |
5,317
| – | – | 0.07% | 241 |
|
|
2014
Q1 | $436K | Hold |
5,317
| – | – | 0.07% | 219 |
|
|
2013
Q4 | $400K | Sell |
5,317
-317
| -6% | -$23.8K | 0.07% | 211 |
|
|
2013
Q3 | $403K | Hold |
5,634
| – | – | 0.08% | 200 |
|
|
2013
Q2 | $369K | Buy |
+5,634
| New | +$369K | 0.07% | 225 |
|