American Money Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Buy |
2,734
+345
| +14% | +$108K | 0.15% | 70 |
|
|
2025
Q1 | $1.25M | Sell |
2,389
-19
| -0.8% | -$9.95K | 0.24% | 62 |
|
|
2024
Q4 | $1.22M | Buy |
2,408
+326
| +16% | +$165K | 0.24% | 62 |
|
|
2024
Q3 | $1.22M | Sell |
2,082
-48
| -2% | -$28.1K | 0.24% | 63 |
|
|
2024
Q2 | $1.08M | Buy |
2,130
+12
| +0.6% | +$6.11K | 0.23% | 67 |
|
|
2024
Q1 | $1.05M | Sell |
2,118
-3
| -0.1% | -$1.48K | 0.22% | 70 |
|
|
2023
Q4 | $1.12M | Buy |
2,121
+28
| +1% | +$14.7K | 0.25% | 68 |
|
|
2023
Q3 | $1.06M | Buy |
2,093
+107
| +5% | +$53.9K | 0.27% | 66 |
|
|
2023
Q2 | $954K | Hold |
1,986
| – | – | 0.24% | 71 |
|
|
2023
Q1 | $938K | Sell |
1,986
-70
| -3% | -$33.1K | 0.25% | 69 |
|
|
2022
Q4 | $1.09M | Buy |
2,056
+25
| +1% | +$13.3K | 0.31% | 63 |
|
|
2022
Q3 | $1.03M | Hold |
2,031
| – | – | 0.31% | 64 |
|
|
2022
Q2 | $1.04M | Sell |
2,031
-20
| -1% | -$10.3K | 0.3% | 64 |
|
|
2022
Q1 | $1.05M | Buy |
2,051
+42
| +2% | +$21.4K | 0.28% | 69 |
|
|
2021
Q4 | $1.01M | Buy |
2,009
+124
| +7% | +$62.3K | 0.26% | 69 |
|
|
2021
Q3 | $736K | Buy |
1,885
+10
| +0.5% | +$3.91K | 0.21% | 76 |
|
|
2021
Q2 | $751K | Buy |
1,875
+10
| +0.5% | +$4.01K | 0.25% | 60 |
|
|
2021
Q1 | $694K | Buy |
+1,865
| New | +$694K | 0.26% | 62 |
|