Apexium Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
4,816
-219
| -4% | -$68.3K | 0.08% | 99 |
|
|
2025
Q1 | $2.64M | Buy |
5,035
+141
| +3% | +$73.8K | 0.16% | 66 |
|
|
2024
Q4 | $2.48M | Sell |
4,894
-127
| -3% | -$64.2K | 0.15% | 65 |
|
|
2024
Q3 | $2.94M | Sell |
5,021
-13
| -0.3% | -$7.6K | 0.19% | 50 |
|
|
2024
Q2 | $2.56M | Sell |
5,034
-25
| -0.5% | -$12.7K | 0.18% | 49 |
|
|
2024
Q1 | $2.5M | Buy |
5,059
+32
| +0.6% | +$15.8K | 0.19% | 52 |
|
|
2023
Q4 | $2.65M | Buy |
5,027
+210
| +4% | +$111K | 0.19% | 59 |
|
|
2023
Q3 | $2.43M | Sell |
4,817
-38
| -0.8% | -$19.2K | 0.24% | 48 |
|
|
2023
Q2 | $2.33M | Hold |
4,855
| – | – | 0.21% | 51 |
|
|
2023
Q1 | $2.29M | Sell |
4,855
-44
| -0.9% | -$20.8K | 0.23% | 49 |
|
|
2022
Q4 | $2.6M | Buy |
4,899
+3,733
| +320% | +$1.98M | 0.27% | 43 |
|
|
2022
Q3 | $589K | Buy |
+1,166
| New | +$589K | 0.07% | 104 |
|