Black Diamond Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
1,297
+17
| +1% | +$5.3K | 0.06% | 94 |
|
|
2025
Q1 | $670K | Buy |
1,280
+8
| +0.6% | +$4.19K | 0.1% | 81 |
|
|
2024
Q4 | $643K | Buy |
1,272
+51
| +4% | +$25.8K | 0.1% | 75 |
|
|
2024
Q3 | $714K | Sell |
1,221
-19
| -2% | -$11.1K | 0.12% | 70 |
|
|
2024
Q2 | $632K | Buy |
1,240
+216
| +21% | +$110K | 0.12% | 75 |
|
|
2024
Q1 | $539K | Hold |
1,024
| – | – | 0.15% | 67 |
|
|
2023
Q4 | $539K | Sell |
1,024
-41
| -4% | -$21.6K | 0.15% | 67 |
|
|
2023
Q3 | $537K | Sell |
1,065
-21
| -2% | -$10.6K | 0.17% | 61 |
|
|
2023
Q2 | $522K | Buy |
1,086
+17
| +2% | +$8.17K | 0.15% | 64 |
|
|
2023
Q1 | $505K | Buy |
1,069
+40
| +4% | +$18.9K | 0.17% | 62 |
|
|
2022
Q4 | $546K | Hold |
1,029
| – | – | 0.2% | 59 |
|
|
2022
Q3 | $520K | Hold |
1,029
| – | – | 0.21% | 58 |
|
|
2022
Q2 | $529K | Sell |
1,029
-65
| -6% | -$33.4K | 0.21% | 59 |
|
|
2022
Q1 | $558K | Buy |
1,094
+96
| +10% | +$49K | 0.18% | 63 |
|
|
2021
Q4 | $501K | Buy |
998
+361
| +57% | +$181K | 0.17% | 58 |
|
|
2021
Q3 | $249K | Hold |
637
| – | – | 0.12% | 69 |
|
|
2021
Q2 | $255K | Hold |
637
| – | – | 0.1% | 74 |
|
|
2021
Q1 | $237K | Sell |
637
-50
| -7% | -$18.6K | 0.1% | 75 |
|
|
2020
Q4 | $241K | Hold |
687
| – | – | 0.11% | 67 |
|
|
2020
Q3 | $214K | Buy |
+687
| New | +$214K | 0.12% | 70 |
|