Alpha Financial Partners’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 |
-431
| Closed | -$226K | – | 98 |
|
|
2025
Q1 | $226K | Buy |
431
+23
| +6% | +$12.1K | 0.18% | 74 |
|
|
2024
Q4 | $207K | Buy |
+408
| New | +$207K | 0.16% | 81 |
|
|
2024
Q3 | – | Sell |
-428
| Closed | -$218K | – | 151 |
|
|
2024
Q2 | $218K | Buy |
+428
| New | +$218K | 0.19% | 67 |
|
|
2023
Q4 | – | Sell |
-524
| Closed | -$264K | – | 92 |
|
|
2023
Q3 | $264K | Hold |
524
| – | – | 0.31% | 62 |
|
|
2023
Q2 | $252K | Hold |
524
| – | – | 0.27% | 77 |
|
|
2023
Q1 | $248K | Sell |
524
-37
| -7% | -$17.5K | 0.28% | 79 |
|
|
2022
Q4 | $298K | Buy |
+561
| New | +$298K | 0.36% | 57 |
|