ZWJ Investment Counsel’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
3,270
+59
| +2% | +$18.4K | 0.04% | 113 |
|
|
2025
Q1 | $1.68M | Sell |
3,211
-256
| -7% | -$134K | 0.07% | 101 |
|
|
2024
Q4 | $1.75M | Sell |
3,467
-233
| -6% | -$118K | 0.07% | 98 |
|
|
2024
Q3 | $2.16M | Buy |
3,700
+1
| +0% | +$585 | 0.09% | 91 |
|
|
2024
Q2 | $1.88M | Buy |
3,699
+70
| +2% | +$35.6K | 0.08% | 92 |
|
|
2024
Q1 | $1.8M | Buy |
3,629
+1,729
| +91% | +$855K | 0.08% | 89 |
|
|
2023
Q4 | $1M | Sell |
1,900
-445
| -19% | -$234K | 0.05% | 105 |
|
|
2023
Q3 | $1.18M | Buy |
2,345
+941
| +67% | +$474K | 0.07% | 101 |
|
|
2023
Q2 | $675K | Buy |
1,404
+30
| +2% | +$14.4K | 0.04% | 118 |
|
|
2023
Q1 | $649K | Buy |
1,374
+133
| +11% | +$62.9K | 0.04% | 117 |
|
|
2022
Q4 | $658K | Buy |
1,241
+60
| +5% | +$31.8K | 0.04% | 115 |
|
|
2022
Q3 | $597K | Sell |
1,181
-51
| -4% | -$25.8K | 0.04% | 116 |
|
|
2022
Q2 | $633K | Buy |
1,232
+24
| +2% | +$12.3K | 0.04% | 120 |
|
|
2022
Q1 | $616K | Sell |
1,208
-145
| -11% | -$73.9K | 0.03% | 117 |
|
|
2021
Q4 | $679K | Hold |
1,353
| – | – | 0.03% | 113 |
|
|
2021
Q3 | $529K | Buy |
1,353
+4
| +0.3% | +$1.56K | 0.03% | 124 |
|
|
2021
Q2 | $540K | Sell |
1,349
-749
| -36% | -$300K | 0.03% | 121 |
|
|
2021
Q1 | $781K | Buy |
2,098
+1,079
| +106% | +$402K | 0.05% | 108 |
|
|
2020
Q4 | $357K | Buy |
1,019
+150
| +17% | +$52.6K | 0.02% | 132 |
|
|
2020
Q3 | $271K | Buy |
869
+100
| +13% | +$31.2K | 0.02% | 129 |
|
|
2020
Q2 | $227K | Sell |
769
-3,907
| -84% | -$1.15M | 0.02% | 135 |
|
|
2020
Q1 | $1.17M | Buy |
4,676
+102
| +2% | +$25.4K | 0.1% | 96 |
|
|
2019
Q4 | $1.35M | Buy |
4,574
+3,628
| +384% | +$1.07M | 0.09% | 99 |
|
|
2019
Q3 | $206K | Sell |
946
-45
| -5% | -$9.8K | 0.02% | 151 |
|
|
2019
Q2 | $242K | Buy |
991
+14
| +1% | +$3.42K | 0.02% | 148 |
|
|
2019
Q1 | $242K | Sell |
977
-82
| -8% | -$20.3K | 0.02% | 142 |
|
|
2018
Q4 | $264K | Buy |
1,059
+53
| +5% | +$13.2K | 0.02% | 141 |
|
|
2018
Q3 | $268K | Hold |
1,006
| – | – | 0.02% | 139 |
|
|
2018
Q2 | $247K | Sell |
1,006
-10
| -1% | -$2.46K | 0.02% | 140 |
|
|
2018
Q1 | $217K | Sell |
1,016
-6,648
| -87% | -$1.42M | 0.02% | 149 |
|
|
2017
Q4 | $1.69M | Sell |
7,664
-1,204
| -14% | -$265K | 0.13% | 81 |
|
|
2017
Q3 | $1.74M | Sell |
8,868
-1,288
| -13% | -$252K | 0.14% | 78 |
|
|
2017
Q2 | $1.88M | Sell |
10,156
-359
| -3% | -$66.6K | 0.15% | 79 |
|
|
2017
Q1 | $1.73M | Buy |
10,515
+6,920
| +192% | +$1.14M | 0.14% | 90 |
|
|
2016
Q4 | $575K | Buy |
+3,595
| New | +$575K | 0.06% | 106 |
|
|
2016
Q3 | – | Sell |
-1,432
| Closed | -$202K | – | 158 |
|
|
2016
Q2 | $202K | Buy |
+1,432
| New | +$202K | 0.02% | 148 |
|
|
2015
Q2 | – | Sell |
-1,985
| Closed | -$235K | – | 152 |
|
|
2015
Q1 | $235K | Buy |
+1,985
| New | +$235K | 0.02% | 132 |
|