Blue Investment 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 | – | Sell |
-455
| Closed | -$238K | – | 58 |
|
|
2025
Q1 | $238K | Sell |
455
-90
| -17% | -$47.1K | 0.09% | 39 |
|
|
2024
Q4 | $276K | Hold |
545
| – | – | 0.1% | 41 |
|
|
2024
Q3 | $319K | Hold |
545
| – | – | 0.13% | 36 |
|
|
2024
Q2 | $278K | Hold |
545
| – | – | 0.13% | 37 |
|
|
2024
Q1 | $270K | Hold |
545
| – | – | 0.14% | 35 |
|
|
2023
Q4 | $287K | Hold |
545
| – | – | 0.19% | 29 |
|
|
2023
Q3 | $275K | Buy |
+545
| New | +$275K | 0.22% | 24 |
|