Barlow Wealth 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 | $8.12M | Sell |
26,399
-21,061
| -44% | -$6.48M | 0.97% | 34 |
|
|
2025
Q1 | $19.9M | Buy |
47,460
+10,756
| +29% | +$4.5M | 2.61% | 14 |
|
|
2024
Q4 | $19.9M | Buy |
36,704
+2,250
| +7% | +$1.22M | 2.52% | 13 |
|
|
2024
Q3 | $20.1M | Buy |
34,454
+507
| +1% | +$296K | 2.63% | 11 |
|
|
2024
Q2 | $19M | Buy |
33,947
+1,001
| +3% | +$560K | 2.63% | 10 |
|
|
2024
Q1 | $14.5M | Buy |
32,946
+1,330
| +4% | +$584K | 1.97% | 17 |
|
|
2023
Q4 | $16.6M | Buy |
+31,616
| New | +$16.6M | 2.37% | 13 |
|