B.O.S.S. Retirement 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 | $595K | Sell |
1,909
-133
| -7% | -$41.5K | 0.15% | 112 |
|
|
2025
Q1 | $1.07M | Buy |
2,042
+194
| +10% | +$102K | 0.31% | 66 |
|
|
2024
Q4 | $935K | Sell |
1,848
-10,373
| -85% | -$5.25M | 0.26% | 77 |
|
|
2024
Q3 | $7.15M | Buy |
12,221
+1,597
| +15% | +$934K | 1.44% | 13 |
|
|
2024
Q2 | $5.41M | Buy |
10,624
+3,924
| +59% | +$2M | 1.38% | 12 |
|
|
2024
Q1 | $3.53M | Sell |
6,700
-1,354
| -17% | -$713K | 1.35% | 17 |
|
|
2023
Q4 | $4.24M | Buy |
8,054
+692
| +9% | +$364K | 0.82% | 25 |
|
|
2023
Q3 | $3.71M | Buy |
7,362
+1,054
| +17% | +$531K | 0.8% | 26 |
|
|
2023
Q2 | $3.03M | Sell |
6,308
-1,485
| -19% | -$714K | 0.64% | 35 |
|
|
2023
Q1 | $3.68M | Buy |
7,793
+516
| +7% | +$244K | 0.87% | 21 |
|
|
2022
Q4 | $3.86M | Buy |
+7,277
| New | +$3.86M | 0.99% | 15 |
|