Auxano Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Sell |
932
-305
| -25% | -$95.2K | 0.07% | 133 |
|
|
2025
Q1 | $648K | Buy |
1,237
+9
| +0.7% | +$4.71K | 0.17% | 83 |
|
|
2024
Q4 | $621K | Buy |
1,228
+39
| +3% | +$19.7K | 0.16% | 86 |
|
|
2024
Q3 | $695K | Buy |
1,189
+96
| +9% | +$56.1K | 0.18% | 86 |
|
|
2024
Q2 | $557K | Buy |
1,093
+162
| +17% | +$82.5K | 0.15% | 93 |
|
|
2024
Q1 | $461K | Buy |
931
+477
| +105% | +$236K | 0.13% | 98 |
|
|
2023
Q4 | $239K | Buy |
+454
| New | +$239K | 0.08% | 118 |
|
|
2023
Q1 | – | Sell |
-380
| Closed | -$201K | – | 110 |
|
|
2022
Q4 | $201K | Buy |
+380
| New | +$201K | 0.09% | 95 |
|