Wright Investors Service’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
12,720
+4,271
| +51% | +$1.33M | 1.2% | 23 |
|
|
2025
Q1 | $4.43M | Buy |
8,449
+1,248
| +17% | +$654K | 1.46% | 20 |
|
|
2024
Q4 | $3.64M | Sell |
7,201
-4,912
| -41% | -$2.48M | 1.18% | 23 |
|
|
2024
Q3 | $7.08M | Sell |
12,113
-2,986
| -20% | -$1.75M | 1.85% | 12 |
|
|
2024
Q2 | $7.69M | Sell |
15,099
-278
| -2% | -$142K | 2.03% | 11 |
|
|
2024
Q1 | $7.61M | Sell |
15,377
-106
| -0.7% | -$52.4K | 1.93% | 10 |
|
|
2023
Q4 | $8.15M | Sell |
15,483
-3,352
| -18% | -$1.76M | 2.3% | 7 |
|
|
2023
Q3 | $9.5M | Buy |
18,835
+12
| +0.1% | +$6.05K | 2.75% | 3 |
|
|
2023
Q2 | $9.05M | Buy |
18,823
+307
| +2% | +$148K | 2.55% | 3 |
|
|
2023
Q1 | $8.75M | Buy |
18,516
+3,457
| +23% | +$1.63M | 2.49% | 4 |
|
|
2022
Q4 | $7.98M | Sell |
15,059
-351
| -2% | -$186K | 2.29% | 5 |
|
|
2022
Q3 | $7.78M | Sell |
15,410
-2,911
| -16% | -$1.47M | 2.45% | 4 |
|
|
2022
Q2 | $9.41M | Sell |
18,321
-726
| -4% | -$373K | 2.69% | 4 |
|
|
2022
Q1 | $9.71M | Buy |
19,047
+164
| +0.9% | +$83.6K | 2.41% | 4 |
|
|
2021
Q4 | $9.48M | Buy |
18,883
+1,226
| +7% | +$616K | 2.4% | 6 |
|
|
2021
Q3 | $6.9M | Buy |
17,657
+813
| +5% | +$318K | 1.96% | 9 |
|
|
2021
Q2 | $6.75M | Buy |
16,844
+658
| +4% | +$263K | 1.83% | 9 |
|
|
2021
Q1 | $6.02M | Buy |
16,186
+2,391
| +17% | +$890K | 1.82% | 8 |
|
|
2020
Q4 | $4.84M | Sell |
13,795
-1,977
| -13% | -$693K | 1.66% | 10 |
|
|
2020
Q3 | $4.92M | Sell |
15,772
-1,519
| -9% | -$474K | 1.75% | 12 |
|
|
2020
Q2 | $5.1M | Sell |
17,291
-2,562
| -13% | -$756K | 1.96% | 11 |
|
|
2020
Q1 | $4.95M | Buy |
19,853
+149
| +0.8% | +$37.2K | 2.13% | 11 |
|
|
2019
Q4 | $5.79M | Sell |
19,704
-2,379
| -11% | -$699K | 1.98% | 9 |
|
|
2019
Q3 | $4.8M | Sell |
22,083
-2
| -0% | -$435 | 1.72% | 13 |
|
|
2019
Q2 | $5.39M | Sell |
22,085
-592
| -3% | -$144K | 2.05% | 12 |
|
|
2019
Q1 | $5.61M | Sell |
22,677
-2,567
| -10% | -$635K | 2.27% | 10 |
|
|
2018
Q4 | $6.29M | Sell |
25,244
-51
| -0.2% | -$12.7K | 2.69% | 6 |
|
|
2018
Q3 | $6.73M | Buy |
25,295
+786
| +3% | +$209K | 2.46% | 8 |
|
|
2018
Q2 | $6.01M | Sell |
24,509
-2,570
| -9% | -$631K | 2.39% | 7 |
|
|
2018
Q1 | $5.8M | Buy |
27,079
+2,195
| +9% | +$470K | 1.99% | 9 |
|
|
2017
Q4 | $5.49M | Buy |
24,884
+4,811
| +24% | +$1.06M | 1.84% | 10 |
|
|
2017
Q3 | $3.93M | Sell |
20,073
-4,289
| -18% | -$840K | 1.43% | 17 |
|
|
2017
Q2 | $4.52M | Sell |
24,362
-1,125
| -4% | -$209K | 1.71% | 9 |
|
|
2017
Q1 | $4.18M | Buy |
25,487
+3,207
| +14% | +$526K | 1.69% | 8 |
|
|
2016
Q4 | $3.57M | Buy |
22,280
+1,375
| +7% | +$220K | 1.54% | 8 |
|
|
2016
Q3 | $2.93M | Sell |
20,905
-2,380
| -10% | -$333K | 1.22% | 19 |
|
|
2016
Q2 | $3.29M | Buy |
23,285
+1,805
| +8% | +$255K | 1.35% | 8 |
|
|
2016
Q1 | $2.77M | Buy |
21,480
+1,072
| +5% | +$138K | 1.1% | 22 |
|
|
2015
Q4 | $2.4M | Buy |
20,408
+6,584
| +48% | +$775K | 0.89% | 27 |
|
|
2015
Q3 | $1.6M | Buy |
13,824
+7,603
| +122% | +$882K | 0.73% | 37 |
|
|
2015
Q2 | $759K | Hold |
6,221
| – | – | 0.36% | 86 |
|
|
2015
Q1 | $736K | Buy |
6,221
+290
| +5% | +$34.3K | 0.35% | 94 |
|
|
2014
Q4 | $600K | Buy |
5,931
+370
| +7% | +$37.4K | 0.29% | 115 |
|
|
2014
Q3 | $480K | Buy |
5,561
+245
| +5% | +$21.1K | 0.24% | 123 |
|
|
2014
Q2 | $435K | Buy |
5,316
+385
| +8% | +$31.5K | 0.2% | 153 |
|
|
2014
Q1 | $404K | Buy |
4,931
+40
| +0.8% | +$3.28K | 0.18% | 160 |
|
|
2013
Q4 | $368K | Sell |
4,891
-556
| -10% | -$41.8K | 0.16% | 166 |
|
|
2013
Q3 | $390K | Sell |
5,447
-17
| -0.3% | -$1.22K | 0.18% | 163 |
|
|
2013
Q2 | $358K | Buy |
+5,464
| New | +$358K | 0.17% | 165 |
|