Alpha Family Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Sell |
1,575
-245
| -13% | -$76.4K | 0.24% | 76 |
|
|
2025
Q1 | $953K | Hold |
1,820
| – | – | 0.56% | 36 |
|
|
2024
Q4 | $921K | Hold |
1,820
| – | – | 0.52% | 29 |
|
|
2024
Q3 | $1.06M | Hold |
1,820
| – | – | 0.59% | 28 |
|
|
2024
Q2 | $927K | Sell |
1,820
-150
| -8% | -$76.4K | 0.54% | 34 |
|
|
2024
Q1 | $975K | Hold |
1,970
| – | – | 0.59% | 32 |
|
|
2023
Q4 | $1.04M | Hold |
1,970
| – | – | 0.7% | 27 |
|
|
2023
Q3 | $993K | Buy |
1,970
+150
| +8% | +$75.6K | 0.76% | 21 |
|
|
2023
Q2 | $875K | Sell |
1,820
-95
| -5% | -$45.7K | 0.61% | 25 |
|
|
2023
Q1 | $905K | Buy |
1,915
+180
| +10% | +$85.1K | 0.72% | 21 |
|
|
2022
Q4 | $920K | Buy |
1,735
+515
| +42% | +$273K | 0.83% | 17 |
|
|
2022
Q3 | $616K | Buy |
1,220
+45
| +4% | +$22.7K | 0.47% | 18 |
|
|
2022
Q2 | $604K | Buy |
+1,175
| New | +$604K | 0.38% | 20 |
|