Briaud Financial Planning’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Hold |
466
| – | – | 0.06% | 52 |
|
|
2025
Q1 | $244K | Hold |
466
| – | – | 0.1% | 25 |
|
|
2024
Q4 | $235K | Hold |
466
| – | – | 0.1% | 24 |
|
|
2024
Q3 | $272K | Hold |
466
| – | – | 0.14% | 20 |
|
|
2024
Q2 | $237K | Hold |
466
| – | – | 0.14% | 21 |
|
|
2024
Q1 | $231K | Buy |
+466
| New | +$231K | 0.13% | 20 |
|
|
2023
Q4 | – | Sell |
-488
| Closed | -$246K | – | 152 |
|
|
2023
Q3 | $246K | Hold |
488
| – | – | 0.2% | 21 |
|
|
2023
Q2 | $234K | Buy |
488
+22
| +5% | +$10.5K | 0.22% | 18 |
|
|
2023
Q1 | $220K | Hold |
466
| – | – | 0.21% | 18 |
|
|
2022
Q4 | $247K | Sell |
466
-102
| -18% | -$54.1K | 0.2% | 18 |
|
|
2022
Q3 | $313K | Buy |
568
+102
| +22% | +$56.2K | 0.28% | 19 |
|
|
2022
Q2 | $239K | Hold |
466
| – | – | 0.16% | 23 |
|
|
2022
Q1 | $237K | Hold |
466
| – | – | 0.14% | 24 |
|
|
2021
Q4 | $233K | Buy |
+466
| New | +$233K | 0.13% | 21 |
|
|
2021
Q2 | – | Sell |
-580
| Closed | -$216K | – | 23 |
|
|
2021
Q1 | $216K | Hold |
580
| – | – | 0.16% | 22 |
|
|
2020
Q4 | $203 | Buy |
+580
| New | +$203 | 0.13% | 19 |
|