Client 1st Advisory Group’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 |
-578
| Closed | -$303K | – | 140 |
|
|
2025
Q1 | $303K | Hold |
578
| – | – | 0.12% | 92 |
|
|
2024
Q4 | $292K | Sell |
578
-32
| -5% | -$16.2K | 0.11% | 98 |
|
|
2024
Q3 | $357K | Sell |
610
-104
| -15% | -$60.8K | 0.14% | 80 |
|
|
2024
Q2 | $364K | Sell |
714
-96
| -12% | -$48.9K | 0.16% | 73 |
|
|
2024
Q1 | $401K | Buy |
810
+65
| +9% | +$32.2K | 0.18% | 67 |
|
|
2023
Q4 | $392K | Buy |
745
+62
| +9% | +$32.6K | 0.19% | 64 |
|
|
2023
Q3 | $344K | Hold |
683
| – | – | 0.18% | 68 |
|
|
2023
Q2 | $328K | Sell |
683
-238
| -26% | -$114K | 0.17% | 73 |
|
|
2023
Q1 | $435K | Hold |
921
| – | – | 0.24% | 56 |
|
|
2022
Q4 | $488K | Hold |
921
| – | – | 0.29% | 48 |
|
|
2022
Q3 | $465K | Buy |
921
+104
| +13% | +$52.5K | 0.29% | 44 |
|
|
2022
Q2 | $420K | Buy |
817
+23
| +3% | +$11.8K | 0.25% | 44 |
|
|
2022
Q1 | $405K | Buy |
794
+240
| +43% | +$122K | 0.2% | 58 |
|
|
2021
Q4 | $278K | Buy |
554
+16
| +3% | +$8.03K | 0.14% | 64 |
|
|
2021
Q3 | $210K | Buy |
538
+23
| +4% | +$8.98K | 0.11% | 71 |
|
|
2021
Q2 | $206K | Buy |
+515
| New | +$206K | 0.11% | 72 |
|