XML Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $376K | Buy |
1,388
+112
| +9% | +$33.4K | 0.03% | 298 |
|
|
2025
Q4 | $421K | Sell |
1,276
-131
| -9% | -$44.4K | 0.03% | 280 |
|
|
2025
Q3 | $486K | Sell |
1,407
-1,260
| -47% | -$381K | 0.04% | 251 |
|
|
2025
Q2 | $832K | Sell |
2,667
-228
| -8% | -$87.1K | 0.07% | 192 |
|
|
2025
Q1 | $1.52M | Sell |
2,895
-61
| -2% | -$31.2K | 0.14% | 132 |
|
|
2024
Q4 | $1.5M | Buy |
2,956
+5
| +0.2% | +$2.84K | 0.14% | 137 |
|
|
2024
Q3 | $1.73M | Sell |
2,951
-29
| -1% | -$16.4K | 0.16% | 130 |
|
|
2024
Q2 | $1.52M | Sell |
2,980
-290
| -9% | -$142K | 0.15% | 137 |
|
|
2024
Q1 | $1.62M | Sell |
3,270
-248
| -7% | -$126K | 0.17% | 129 |
|
|
2023
Q4 | $1.85M | Buy |
3,518
+221
| +7% | +$118K | 0.2% | 117 |
|
|
2023
Q3 | $1.66M | Buy |
3,297
+442
| +15% | +$218K | 0.2% | 115 |
|
|
2023
Q2 | $1.37M | Buy |
2,855
+141
| +5% | +$68.9K | 0.16% | 132 |
|
|
2023
Q1 | $1.27M | Buy |
2,714
+47
| +2% | +$22.7K | 0.15% | 132 |
|
|
2022
Q4 | $1.41M | Sell |
2,667
-49
| -2% | -$26K | 0.18% | 124 |
|
|
2022
Q3 | $1.37M | Buy |
2,716
+456
| +20% | +$240K | 0.19% | 113 |
|
|
2022
Q2 | $1.16M | Sell |
2,260
-417
| -16% | -$209K | 0.26% | 77 |
|
|
2022
Q1 | $1.36M | Buy |
2,677
+368
| +16% | +$177K | 0.16% | 133 |
|
|
2021
Q4 | $1.16M | Sell |
2,309
-74
| -3% | -$33.5K | 0.14% | 144 |
|
|
2021
Q3 | $931K | Buy |
2,383
+165
| +7% | +$68.3K | 0.12% | 150 |
|
|
2021
Q2 | $888K | Sell |
2,218
-685
| -24% | -$273K | 0.2% | 96 |
|
|
2021
Q1 | $1.08M | Buy |
2,903
+202
| +7% | +$70K | 0.26% | 78 |
|
|
2020
Q4 | $947K | Buy |
2,701
+2
| +0.1% | +$670 | 0.25% | 83 |
|
|
2020
Q3 | $841K | Sell |
2,699
-649
| -19% | -$199K | 0.26% | 82 |
|
|
2020
Q2 | $988K | Sell |
3,348
-1,323
| -28% | -$379K | 0.34% | 67 |
|
|
2020
Q1 | $1.17M | Buy |
4,671
+1,412
| +43% | +$389K | 0.5% | 51 |
|
|
2019
Q4 | $946K | Buy |
+3,259
| New | +$853K | 0.34% | 68 |
|
Other funds holding UNH
VCM
VPM
