ZIM
Zacks Investment Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.8M | Sell |
124,249
-99,374
| -44% | -$31M | 0.33% | 85 |
|
|
2025
Q1 | $117M | Buy |
223,623
+10,227
| +5% | +$5.36M | 1.09% | 23 |
|
|
2024
Q4 | $108M | Sell |
213,396
-32,672
| -13% | -$16.5M | 1% | 23 |
|
|
2024
Q3 | $144M | Buy |
246,068
+136,525
| +125% | +$79.8M | 1.25% | 18 |
|
|
2024
Q2 | $55.8M | Buy |
109,543
+6,961
| +7% | +$3.54M | 0.63% | 44 |
|
|
2024
Q1 | $50.7M | Sell |
102,582
-19,003
| -16% | -$9.4M | 0.54% | 53 |
|
|
2023
Q4 | $64M | Sell |
121,585
-536
| -0.4% | -$282K | 0.79% | 37 |
|
|
2023
Q3 | $61.6M | Buy |
122,121
+1,293
| +1% | +$652K | 0.8% | 36 |
|
|
2023
Q2 | $58.1M | Buy |
120,828
+3,071
| +3% | +$1.48M | 0.73% | 39 |
|
|
2023
Q1 | $55.7M | Sell |
117,757
-9,877
| -8% | -$4.67M | 0.75% | 37 |
|
|
2022
Q4 | $67.7M | Buy |
127,634
+17,983
| +16% | +$9.53M | 0.94% | 28 |
|
|
2022
Q3 | $55.4M | Buy |
109,651
+1,061
| +1% | +$536K | 0.89% | 34 |
|
|
2022
Q2 | $55.8M | Buy |
108,590
+4,163
| +4% | +$2.14M | 0.85% | 37 |
|
|
2022
Q1 | $53.3M | Buy |
104,427
+1,785
| +2% | +$910K | 0.74% | 41 |
|
|
2021
Q4 | $51.5M | Buy |
102,642
+1,952
| +2% | +$980K | 0.72% | 44 |
|
|
2021
Q3 | $39.3M | Sell |
100,690
-9,248
| -8% | -$3.61M | 0.62% | 51 |
|
|
2021
Q2 | $44M | Buy |
109,938
+3,555
| +3% | +$1.42M | 0.71% | 46 |
|
|
2021
Q1 | $39.6M | Buy |
106,383
+1,792
| +2% | +$667K | 0.7% | 48 |
|
|
2020
Q4 | $36.7M | Buy |
104,591
+1,215
| +1% | +$426K | 0.68% | 49 |
|
|
2020
Q3 | $32.2M | Sell |
103,376
-6,337
| -6% | -$1.98M | 0.65% | 50 |
|
|
2020
Q2 | $32.4M | Buy |
109,713
+2,643
| +2% | +$780K | 0.71% | 52 |
|
|
2020
Q1 | $26.7M | Buy |
107,070
+12,844
| +14% | +$3.2M | 0.65% | 51 |
|
|
2019
Q4 | $27.7M | Buy |
94,226
+705
| +0.8% | +$207K | 0.52% | 58 |
|
|
2019
Q3 | $20.3M | Sell |
93,521
-31,374
| -25% | -$6.82M | 0.41% | 69 |
|
|
2019
Q2 | $30.5M | Sell |
124,895
-9,814
| -7% | -$2.39M | 0.63% | 52 |
|
|
2019
Q1 | $33.3M | Buy |
134,709
+1,258
| +0.9% | +$311K | 0.71% | 47 |
|
|
2018
Q4 | $33.2M | Sell |
133,451
-807
| -0.6% | -$201K | 0.8% | 42 |
|
|
2018
Q3 | $35.7M | Sell |
134,258
-11,257
| -8% | -$2.99M | 0.75% | 43 |
|
|
2018
Q2 | $35.7M | Sell |
145,515
-100
| -0.1% | -$24.5K | 0.78% | 42 |
|
|
2018
Q1 | $31.2M | Buy |
145,615
+1,146
| +0.8% | +$245K | 0.69% | 48 |
|
|
2017
Q4 | $31.9M | Buy |
144,469
+546
| +0.4% | +$120K | 0.69% | 48 |
|
|
2017
Q3 | $28.2M | Sell |
143,923
-1,438
| -1% | -$282K | 0.66% | 49 |
|
|
2017
Q2 | $27M | Buy |
145,361
+3,447
| +2% | +$639K | 0.67% | 47 |
|
|
2017
Q1 | $23.3M | Sell |
141,914
-14,173
| -9% | -$2.32M | 0.59% | 49 |
|
|
2016
Q4 | $25M | Buy |
156,087
+111,408
| +249% | +$17.8M | 0.72% | 43 |
|
|
2016
Q3 | $6.26M | Buy |
44,679
+3,457
| +8% | +$484K | 0.18% | 118 |
|
|
2016
Q2 | $5.82M | Sell |
41,222
-1,802
| -4% | -$254K | 0.18% | 129 |
|
|
2016
Q1 | $5.55M | Buy |
43,024
+14,352
| +50% | +$1.85M | 0.18% | 132 |
|
|
2015
Q4 | $3.37M | Sell |
28,672
-13,125
| -31% | -$1.54M | 0.11% | 157 |
|
|
2015
Q3 | $4.85M | Buy |
+41,797
| New | +$4.85M | 0.17% | 132 |
|
|
2013
Q4 | – | Sell |
-8,206
| Closed | -$588K | – | 748 |
|
|
2013
Q3 | $588K | Sell |
8,206
-725
| -8% | -$52K | 0.03% | 301 |
|
|
2013
Q2 | $585K | Buy |
+8,931
| New | +$585K | 0.03% | 281 |
|