Altiora 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 | $336K | Sell |
1,078
-200
| -16% | -$62.4K | 0.07% | 79 |
|
|
2025
Q1 | $669K | Sell |
1,278
-10
| -0.8% | -$5.24K | 0.14% | 57 |
|
|
2024
Q4 | $652K | Hold |
1,288
| – | – | 0.14% | 59 |
|
|
2024
Q3 | $753K | Sell |
1,288
-7
| -0.5% | -$4.09K | 0.17% | 55 |
|
|
2024
Q2 | $659K | Hold |
1,295
| – | – | 0.16% | 53 |
|
|
2024
Q1 | $641K | Hold |
1,295
| – | – | 0.17% | 48 |
|
|
2023
Q4 | $682K | Buy |
+1,295
| New | +$682K | 0.2% | 44 |
|