Winthrop Advisory Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Buy |
1,545
+359
| +30% | +$112K | 0.05% | 104 |
|
|
2025
Q1 | $621K | Sell |
1,186
-115
| -9% | -$60.2K | 0.07% | 76 |
|
|
2024
Q4 | $658K | Buy |
1,301
+31
| +2% | +$15.7K | 0.08% | 80 |
|
|
2024
Q3 | $742K | Sell |
1,270
-54
| -4% | -$31.6K | 0.09% | 70 |
|
|
2024
Q2 | $674K | Buy |
1,324
+75
| +6% | +$38.2K | 0.09% | 66 |
|
|
2024
Q1 | $618K | Sell |
1,249
-13
| -1% | -$6.43K | 0.09% | 70 |
|
|
2023
Q4 | $664K | Buy |
1,262
+142
| +13% | +$74.7K | 0.1% | 65 |
|
|
2023
Q3 | $565K | Buy |
1,120
+1
| +0.1% | +$504 | 0.09% | 63 |
|
|
2023
Q2 | $538K | Buy |
1,119
+181
| +19% | +$87K | 0.09% | 70 |
|
|
2023
Q1 | $443K | Buy |
938
+14
| +2% | +$6.62K | 0.08% | 74 |
|
|
2022
Q4 | $490K | Sell |
924
-14
| -1% | -$7.42K | 0.09% | 69 |
|
|
2022
Q3 | $474K | Sell |
938
-9
| -1% | -$4.55K | 0.1% | 61 |
|
|
2022
Q2 | $486K | Sell |
947
-6
| -0.6% | -$3.08K | 0.11% | 60 |
|
|
2022
Q1 | $486K | Buy |
953
+16
| +2% | +$8.16K | 0.1% | 72 |
|
|
2021
Q4 | $471K | Buy |
937
+140
| +18% | +$70.4K | 0.09% | 72 |
|
|
2021
Q3 | $311K | Sell |
797
-212
| -21% | -$82.7K | 0.07% | 97 |
|
|
2021
Q2 | $404K | Sell |
1,009
-254
| -20% | -$102K | 0.09% | 77 |
|
|
2021
Q1 | $470K | Buy |
1,263
+108
| +9% | +$40.2K | 0.12% | 62 |
|
|
2020
Q4 | $405K | Buy |
1,155
+292
| +34% | +$102K | 0.11% | 72 |
|
|
2020
Q3 | $269K | Sell |
863
-4
| -0.5% | -$1.25K | 0.08% | 92 |
|
|
2020
Q2 | $258K | Buy |
867
+1
| +0.1% | +$298 | 0.09% | 73 |
|
|
2020
Q1 | $216K | Sell |
866
-122
| -12% | -$30.4K | 0.09% | 77 |
|
|
2019
Q4 | $290K | Buy |
+988
| New | +$290K | 0.1% | 83 |
|
|
2019
Q3 | – | Sell |
-919
| Closed | -$224K | – | 97 |
|
|
2019
Q2 | $224K | Buy |
+919
| New | +$224K | 0.09% | 81 |
|