Buttonwood Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
1,544
-122
| -7% | -$38.1K | 0.19% | 73 |
|
|
2025
Q1 | $873K | Sell |
1,666
-29
| -2% | -$15.2K | 0.38% | 50 |
|
|
2024
Q4 | $858K | Sell |
1,695
-71
| -4% | -$35.9K | 0.38% | 51 |
|
|
2024
Q3 | $1.03M | Sell |
1,766
-89
| -5% | -$52K | 0.45% | 47 |
|
|
2024
Q2 | $945K | Sell |
1,855
-277
| -13% | -$141K | 0.45% | 48 |
|
|
2024
Q1 | $1.05M | Sell |
2,132
-87
| -4% | -$43K | 0.5% | 47 |
|
|
2023
Q4 | $1.17M | Sell |
2,219
-652
| -23% | -$343K | 0.64% | 40 |
|
|
2023
Q3 | $1.45M | Buy |
2,871
+102
| +4% | +$51.4K | 0.92% | 33 |
|
|
2023
Q2 | $1.33M | Buy |
2,769
+484
| +21% | +$233K | 0.83% | 34 |
|
|
2023
Q1 | $1.08M | Sell |
2,285
-45
| -2% | -$21.3K | 0.84% | 32 |
|
|
2022
Q4 | $1.24M | Sell |
2,330
-250
| -10% | -$133K | 1.04% | 27 |
|
|
2022
Q3 | $1.32M | Hold |
2,580
| – | – | 1.19% | 26 |
|
|
2022
Q2 | $1.33M | Buy |
2,580
+1,390
| +117% | +$714K | 1.2% | 26 |
|
|
2022
Q1 | $607K | Buy |
+1,190
| New | +$607K | 0.55% | 41 |
|