Aspect 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 | $95.5K | Sell |
306
-9
| -3% | -$2.81K | 0.05% | 117 |
|
|
2025
Q1 | $165K | Sell |
315
-16
| -5% | -$8.38K | 0.09% | 77 |
|
|
2024
Q4 | $167K | Buy |
331
+12
| +4% | +$6.07K | 0.1% | 75 |
|
|
2024
Q3 | $187K | Hold |
319
| – | – | 0.1% | 70 |
|
|
2024
Q2 | $162K | Hold |
319
| – | – | 0.1% | 79 |
|
|
2024
Q1 | $158K | Hold |
319
| – | – | 0.12% | 77 |
|
|
2023
Q4 | $168K | Buy |
+319
| New | +$168K | 0.11% | 71 |
|