626 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 | – | Sell |
-583
| Closed | -$306K | – | 116 |
|
|
2025
Q1 | $306K | Sell |
583
-1,350
| -70% | -$708K | 0.16% | 82 |
|
|
2024
Q4 | $978K | Buy |
1,933
+1
| +0.1% | +$506 | 0.53% | 32 |
|
|
2024
Q3 | $1.13M | Sell |
1,932
-168
| -8% | -$98.2K | 0.63% | 30 |
|
|
2024
Q2 | $1.07M | Sell |
2,100
-36
| -2% | -$18.3K | 0.62% | 28 |
|
|
2024
Q1 | $1.06M | Buy |
2,136
+1
| +0% | +$495 | 0.64% | 30 |
|
|
2023
Q4 | $1.12M | Sell |
2,135
-89
| -4% | -$46.9K | 0.74% | 27 |
|
|
2023
Q3 | $1.12M | Buy |
2,224
+1
| +0% | +$504 | 0.76% | 28 |
|
|
2023
Q2 | $1.07M | Sell |
2,223
-422
| -16% | -$203K | 0.68% | 30 |
|
|
2023
Q1 | $1.25M | Buy |
2,645
+56
| +2% | +$26.5K | 0.83% | 26 |
|
|
2022
Q4 | $1.37M | Buy |
2,589
+201
| +8% | +$107K | 0.95% | 26 |
|
|
2022
Q3 | $1.21M | Buy |
2,388
+1
| +0% | +$505 | 0.98% | 27 |
|
|
2022
Q2 | $1.22M | Buy |
2,387
+35
| +1% | +$17.9K | 0.93% | 24 |
|
|
2022
Q1 | $1.2M | Sell |
2,352
-32
| -1% | -$16.3K | 0.77% | 25 |
|
|
2021
Q4 | $1.2M | Buy |
+2,384
| New | +$1.2M | 0.73% | 26 |
|
|
2021
Q1 | $1.2M | Buy |
+2,352
| New | +$1.2M | 0.77% | 25 |
|