Aft Forsyth & Sober’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Hold |
4,575
| – | – | 0.48% | 48 |
|
|
2025
Q1 | $2.4M | Hold |
4,575
| – | – | 0.84% | 39 |
|
|
2024
Q4 | $2.31M | Hold |
4,575
| – | – | 0.75% | 39 |
|
|
2024
Q3 | $2.67M | Hold |
4,575
| – | – | 0.88% | 32 |
|
|
2024
Q2 | $2.33M | Hold |
4,575
| – | – | 0.8% | 37 |
|
|
2024
Q1 | $2.26M | Hold |
4,575
| – | – | 0.8% | 37 |
|
|
2023
Q4 | $2.41M | Hold |
4,575
| – | – | 0.93% | 26 |
|
|
2023
Q3 | $2.31M | Hold |
4,575
| – | – | 0.97% | 22 |
|
|
2023
Q2 | $2.2M | Hold |
4,575
| – | – | 0.91% | 22 |
|
|
2023
Q1 | $2.16M | Hold |
4,575
| – | – | 1.09% | 18 |
|
|
2022
Q4 | $2.43M | Hold |
4,575
| – | – | 1.09% | 15 |
|
|
2022
Q3 | $2.31M | Hold |
4,575
| – | – | 1.12% | 15 |
|
|
2022
Q2 | $2.35M | Hold |
4,575
| – | – | 1.09% | 14 |
|
|
2022
Q1 | $2.33M | Hold |
4,575
| – | – | 0.92% | 21 |
|
|
2021
Q4 | $2.3M | Hold |
4,575
| – | – | 0.81% | 26 |
|
|
2021
Q3 | $1.79M | Buy |
4,575
+1,275
| +39% | +$498K | 0.67% | 32 |
|
|
2021
Q2 | $1.32M | Hold |
3,300
| – | – | 0.5% | 43 |
|
|
2021
Q1 | $1.23M | Buy |
3,300
+1,900
| +136% | +$706K | 0.5% | 43 |
|
|
2020
Q4 | $491K | Buy |
+1,400
| New | +$491K | 0.38% | 54 |
|
|
2020
Q3 | – | Sell |
-150
| Closed | -$44K | – | 55 |
|
|
2020
Q2 | $44K | Buy |
+150
| New | +$44K | 0.31% | 40 |
|