ABLE Financial Group’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 |
-4,481
| Closed | -$2.35M | – | 221 |
|
|
2025
Q1 | $2.35M | Buy |
4,481
+360
| +9% | +$189K | 0.66% | 32 |
|
|
2024
Q4 | $2.08M | Buy |
4,121
+2,259
| +121% | +$1.14M | 0.62% | 38 |
|
|
2024
Q3 | $1.09M | Sell |
1,862
-5
| -0.3% | -$2.92K | 0.34% | 53 |
|
|
2024
Q2 | $951K | Sell |
1,867
-268
| -13% | -$136K | 0.34% | 53 |
|
|
2024
Q1 | $1.06M | Sell |
2,135
-53
| -2% | -$26.2K | 0.41% | 47 |
|
|
2023
Q4 | $1.15M | Buy |
2,188
+133
| +6% | +$70K | 0.5% | 40 |
|
|
2023
Q3 | $1.04M | Sell |
2,055
-110
| -5% | -$55.5K | 0.52% | 36 |
|
|
2023
Q2 | $1.04M | Buy |
2,165
+565
| +35% | +$272K | 0.54% | 40 |
|
|
2023
Q1 | $756K | Buy |
+1,600
| New | +$756K | 0.49% | 44 |
|