Collective Family Office’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 |
-394
| Closed | -$206K | – | 162 |
|
|
2025
Q1 | $206K | Sell |
394
-550
| -58% | -$288K | 0.06% | 153 |
|
|
2024
Q4 | $478K | Sell |
944
-14
| -1% | -$7.08K | 0.13% | 110 |
|
|
2024
Q3 | $560K | Sell |
958
-212
| -18% | -$124K | 0.15% | 101 |
|
|
2024
Q2 | $596K | Sell |
1,170
-407
| -26% | -$207K | 0.18% | 103 |
|
|
2024
Q1 | $780K | Buy |
1,577
+65
| +4% | +$32.2K | 0.25% | 84 |
|
|
2023
Q4 | $796K | Sell |
1,512
-34
| -2% | -$17.9K | 0.28% | 75 |
|
|
2023
Q3 | $779K | Sell |
1,546
-14
| -0.9% | -$7.06K | 0.3% | 70 |
|
|
2023
Q2 | $750K | Hold |
1,560
| – | – | 0.29% | 74 |
|
|
2023
Q1 | $737K | Sell |
1,560
-47
| -3% | -$22.2K | 0.3% | 76 |
|
|
2022
Q4 | $852K | Buy |
1,607
+68
| +4% | +$36.1K | 0.38% | 61 |
|
|
2022
Q3 | $777K | Sell |
1,539
-548
| -26% | -$277K | 0.39% | 69 |
|
|
2022
Q2 | $1.07M | Hold |
2,087
| – | – | 0.46% | 61 |
|
|
2022
Q1 | $1.06M | Buy |
2,087
+6
| +0.3% | +$3.06K | 0.41% | 65 |
|
|
2021
Q4 | $1.05M | Buy |
2,081
+18
| +0.9% | +$9.04K | 0.41% | 65 |
|
|
2021
Q3 | $806K | Sell |
2,063
-36
| -2% | -$14.1K | 0.35% | 72 |
|
|
2021
Q2 | $841K | Hold |
2,099
| – | – | 0.36% | 72 |
|
|
2021
Q1 | $781K | Buy |
2,099
+170
| +9% | +$63.3K | 0.38% | 69 |
|
|
2020
Q4 | $676K | Buy |
+1,929
| New | +$676K | 0.38% | 71 |
|