AXS Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Sell |
1,831
-886
| -33% | -$276K | 0.23% | 112 |
|
|
2025
Q1 | $1.42M | Buy |
2,717
+208
| +8% | +$109K | 0.39% | 94 |
|
|
2024
Q4 | $1.27M | Sell |
2,509
-266
| -10% | -$135K | 0.35% | 138 |
|
|
2024
Q3 | $1.62M | Buy |
2,775
+46
| +2% | +$26.9K | 0.43% | 88 |
|
|
2024
Q2 | $1.39M | Sell |
2,729
-3,042
| -53% | -$1.55M | 0.39% | 91 |
|
|
2024
Q1 | $2.85M | Buy |
5,771
+667
| +13% | +$330K | 0.69% | 24 |
|
|
2023
Q4 | $2.69M | Sell |
5,104
-716
| -12% | -$377K | 0.64% | 27 |
|
|
2023
Q3 | $2.93M | Buy |
5,820
+2,036
| +54% | +$1.03M | 0.76% | 26 |
|
|
2023
Q2 | $1.82M | Buy |
3,784
+258
| +7% | +$124K | 0.49% | 47 |
|
|
2023
Q1 | $1.67M | Sell |
3,526
-356
| -9% | -$168K | 0.55% | 40 |
|
|
2022
Q4 | $2.06M | Sell |
3,882
-294
| -7% | -$156K | 0.74% | 29 |
|
|
2022
Q3 | $2.11M | Sell |
4,176
-885
| -17% | -$447K | 0.82% | 26 |
|
|
2022
Q2 | $2.6M | Sell |
5,061
-1,075
| -18% | -$552K | 0.92% | 23 |
|
|
2022
Q1 | $3.13M | Sell |
6,136
-2,274
| -27% | -$1.16M | 1.25% | 18 |
|
|
2021
Q4 | $4.22M | Buy |
8,410
+7,301
| +658% | +$3.67M | 1% | 31 |
|
|
2021
Q3 | $433K | Sell |
1,109
-7,702
| -87% | -$3.01M | 0.16% | 62 |
|
|
2021
Q2 | $3.53M | Sell |
8,811
-3,289
| -27% | -$1.32M | 1.07% | 22 |
|
|
2021
Q1 | $4.5M | Buy |
+12,100
| New | +$4.5M | 1.6% | 20 |
|