Colton Groome 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 | $239K | Buy |
+767
| New | +$239K | 0.08% | 117 |
|
|
2025
Q1 | – | Sell |
-487
| Closed | -$246K | – | 134 |
|
|
2024
Q4 | $246K | Buy |
487
+87
| +22% | +$44K | 0.09% | 114 |
|
|
2024
Q3 | $234K | Hold |
400
| – | – | 0.09% | 120 |
|
|
2024
Q2 | $204K | Sell |
400
-72
| -15% | -$36.7K | 0.08% | 122 |
|
|
2024
Q1 | $233K | Sell |
472
-145
| -24% | -$71.7K | 0.09% | 106 |
|
|
2023
Q4 | $325K | Buy |
617
+52
| +9% | +$27.4K | 0.14% | 89 |
|
|
2023
Q3 | $285K | Sell |
565
-1,547
| -73% | -$780K | 0.14% | 95 |
|
|
2023
Q2 | $1.02M | Buy |
2,112
+244
| +13% | +$117K | 0.48% | 49 |
|
|
2023
Q1 | $883K | Buy |
1,868
+794
| +74% | +$375K | 0.42% | 51 |
|
|
2022
Q4 | $569K | Buy |
1,074
+236
| +28% | +$125K | 0.28% | 62 |
|
|
2022
Q3 | $423K | Buy |
838
+15
| +2% | +$7.57K | 0.22% | 64 |
|
|
2022
Q2 | $423K | Buy |
823
+100
| +14% | +$51.4K | 0.21% | 59 |
|
|
2022
Q1 | $369K | Sell |
723
-980
| -58% | -$500K | 0.17% | 70 |
|
|
2021
Q4 | $855K | Buy |
1,703
+58
| +4% | +$29.1K | 0.35% | 57 |
|
|
2021
Q3 | $643K | Hold |
1,645
| – | – | 0.28% | 57 |
|
|
2021
Q2 | $659K | Buy |
+1,645
| New | +$659K | 0.3% | 55 |
|