360 Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $505K | Buy |
1,617
+450
| +39% | +$140K | 0.16% | 51 |
|
2025
Q1 | $611K | Buy |
1,167
+79
| +7% | +$41.4K | 0.22% | 43 |
|
2024
Q4 | $550K | Buy |
1,088
+250
| +30% | +$126K | 0.2% | 43 |
|
2024
Q3 | $490K | Buy |
838
+12
| +1% | +$7.02K | 0.18% | 51 |
|
2024
Q2 | $421K | Hold |
826
| – | – | 0.16% | 56 |
|
2024
Q1 | $409K | Sell |
826
-180
| -18% | -$89K | 0.16% | 54 |
|
2023
Q4 | $530K | Hold |
1,006
| – | – | 0.23% | 45 |
|
2023
Q3 | $518K | Buy |
1,006
+100
| +11% | +$51.5K | 0.32% | 35 |
|
2023
Q2 | $435K | Sell |
906
-35
| -4% | -$16.8K | 0.23% | 54 |
|
2023
Q1 | $445K | Sell |
941
-33
| -3% | -$15.6K | 0.23% | 54 |
|
2022
Q4 | $492K | Hold |
974
| – | – | 0.32% | 38 |
|
2022
Q3 | $492K | Hold |
974
| – | – | 0.32% | 38 |
|
2022
Q2 | $508K | Hold |
974
| – | – | 0.31% | 40 |
|
2022
Q1 | $497K | Buy |
974
+180
| +23% | +$91.8K | 0.24% | 48 |
|
2021
Q4 | $399K | Sell |
794
-121
| -13% | -$60.8K | 0.18% | 62 |
|
2021
Q3 | $357K | Hold |
915
| – | – | 0.18% | 67 |
|
2021
Q2 | $366K | Hold |
915
| – | – | 0.19% | 62 |
|
2021
Q1 | $340K | Hold |
915
| – | – | 0.19% | 57 |
|
2020
Q4 | $321K | Sell |
915
-62
| -6% | -$21.8K | 0.19% | 59 |
|
2020
Q3 | $304K | Buy |
+977
| New | +$304K | 0.21% | 53 |
|
2020
Q2 | – | Sell |
-976
| Closed | -$243K | – | 66 |
|
2020
Q1 | $243K | Hold |
976
| – | – | 0.25% | 47 |
|
2019
Q4 | $280K | Buy |
+976
| New | +$280K | 0.21% | 51 |
|