Atlas Brown’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
1,089
-95
| -8% | -$29.6K | 0.11% | 170 |
|
|
2025
Q1 | $620K | Sell |
1,184
-67
| -5% | -$35.1K | 0.22% | 103 |
|
|
2024
Q4 | $633K | Buy |
1,251
+4
| +0.3% | +$2.02K | 0.22% | 104 |
|
|
2024
Q3 | $729K | Buy |
1,247
+16
| +1% | +$9.36K | 0.25% | 94 |
|
|
2024
Q2 | $627K | Sell |
1,231
-451
| -27% | -$230K | 0.22% | 104 |
|
|
2024
Q1 | $832K | Buy |
1,682
+24
| +1% | +$11.9K | 0.3% | 89 |
|
|
2023
Q4 | $873K | Buy |
1,658
+1
| +0.1% | +$526 | 0.36% | 83 |
|
|
2023
Q3 | $835K | Sell |
1,657
-82
| -5% | -$41.3K | 0.38% | 78 |
|
|
2023
Q2 | $836K | Sell |
1,739
-297
| -15% | -$143K | 0.37% | 82 |
|
|
2023
Q1 | $962K | Hold |
2,036
| – | – | 0.44% | 72 |
|
|
2022
Q4 | $1.08M | Hold |
2,036
| – | – | 0.53% | 59 |
|
|
2022
Q3 | $1.03M | Sell |
2,036
-82
| -4% | -$41.4K | 0.52% | 60 |
|
|
2022
Q2 | $1.09M | Hold |
2,118
| – | – | 0.51% | 64 |
|
|
2022
Q1 | $1.08M | Buy |
2,118
+69
| +3% | +$35.2K | 0.44% | 70 |
|
|
2021
Q4 | $1.03M | Hold |
2,049
| – | – | 0.4% | 77 |
|
|
2021
Q3 | $801K | Buy |
2,049
+66
| +3% | +$25.8K | 0.35% | 89 |
|
|
2021
Q2 | $794K | Hold |
1,983
| – | – | 0.34% | 91 |
|
|
2021
Q1 | $738K | Hold |
1,983
| – | – | 0.35% | 87 |
|
|
2020
Q4 | $695K | Buy |
1,983
+14
| +0.7% | +$4.91K | 0.36% | 85 |
|
|
2020
Q3 | $614K | Buy |
1,969
+164
| +9% | +$51.1K | 0.36% | 82 |
|
|
2020
Q2 | $532K | Buy |
1,805
+800
| +80% | +$236K | 0.34% | 87 |
|
|
2020
Q1 | $251K | Sell |
1,005
-6
| -0.6% | -$1.5K | 0.2% | 120 |
|
|
2019
Q4 | $297K | Buy |
+1,011
| New | +$297K | 0.19% | 123 |
|