Brogan 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 | – | Sell |
-819
| Closed | -$429K | – | 62 |
|
|
2025
Q1 | $429K | Buy |
819
+27
| +3% | +$14.1K | 0.21% | 33 |
|
|
2024
Q4 | $401K | Buy |
792
+53
| +7% | +$26.8K | 0.2% | 34 |
|
|
2024
Q3 | $432K | Buy |
739
+25
| +4% | +$14.6K | 0.25% | 30 |
|
|
2024
Q2 | $364K | Buy |
714
+19
| +3% | +$9.68K | 0.23% | 31 |
|
|
2024
Q1 | $344K | Buy |
695
+302
| +77% | +$149K | 0.23% | 33 |
|
|
2023
Q4 | $207K | Buy |
+393
| New | +$207K | 0.15% | 42 |
|
|
2023
Q1 | – | Sell |
-392
| Closed | -$208K | – | 39 |
|
|
2022
Q4 | $208K | Buy |
+392
| New | +$208K | 0.19% | 37 |
|