Commonwealth 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 | $314K | Buy |
1,007
+11
| +1% | +$3.43K | 0.06% | 154 |
|
|
2025
Q1 | $522K | Sell |
996
-8
| -0.8% | -$4.19K | 0.11% | 107 |
|
|
2024
Q4 | $508K | Buy |
1,004
+209
| +26% | +$106K | 0.1% | 102 |
|
|
2024
Q3 | $464K | Buy |
795
+69
| +10% | +$40.3K | 0.09% | 106 |
|
|
2024
Q2 | $355K | Buy |
726
+60
| +9% | +$29.4K | 0.07% | 119 |
|
|
2024
Q1 | $351K | Hold |
666
| – | – | 0.08% | 121 |
|
|
2023
Q4 | $351K | Buy |
+666
| New | +$351K | 0.08% | 120 |
|