Burr Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
940
+420
| +81% | +$131K | 0.25% | 28 |
|
|
2025
Q1 | $272K | Hold |
520
| – | – | 0.21% | 29 |
|
|
2024
Q4 | $263K | Sell |
520
-527
| -50% | -$267K | 0.18% | 28 |
|
|
2024
Q3 | $612K | Buy |
1,047
+75
| +8% | +$43.9K | 0.43% | 20 |
|
|
2024
Q2 | $495K | Sell |
972
-30
| -3% | -$15.3K | 0.35% | 22 |
|
|
2024
Q1 | $502K | Hold |
1,002
| – | – | 0.39% | 26 |
|
|
2023
Q4 | $518K | Buy |
+1,002
| New | +$518K | 0.4% | 25 |
|