Brown, Lisle/Cummings’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
1,385
+13
| +0.9% | +$4.06K | 0.12% | 159 |
|
|
2025
Q1 | $719K | Buy |
1,372
+20
| +1% | +$10.5K | 0.21% | 111 |
|
|
2024
Q4 | $684K | Buy |
1,352
+17
| +1% | +$8.6K | 0.2% | 112 |
|
|
2024
Q3 | $781K | Sell |
1,335
-25
| -2% | -$14.6K | 0.24% | 100 |
|
|
2024
Q2 | $693K | Hold |
1,360
| – | – | 0.23% | 101 |
|
|
2024
Q1 | $673K | Hold |
1,360
| – | – | 0.23% | 103 |
|
|
2023
Q4 | $716K | Buy |
1,360
+40
| +3% | +$21.1K | 0.27% | 91 |
|
|
2023
Q3 | $666K | Hold |
1,320
| – | – | 0.3% | 76 |
|
|
2023
Q2 | $634K | Buy |
1,320
+94
| +8% | +$45.2K | 0.28% | 84 |
|
|
2023
Q1 | $579K | Buy |
1,226
+30
| +3% | +$14.2K | 0.29% | 86 |
|
|
2022
Q4 | $634K | Hold |
1,196
| – | – | 0.34% | 73 |
|
|
2022
Q3 | $604K | Hold |
1,196
| – | – | 0.35% | 72 |
|
|
2022
Q2 | $614K | Sell |
1,196
-25
| -2% | -$12.8K | 0.34% | 75 |
|
|
2022
Q1 | $623K | Buy |
1,221
+16
| +1% | +$8.16K | 0.3% | 81 |
|
|
2021
Q4 | $605K | Buy |
+1,205
| New | +$605K | 0.3% | 78 |
|