Commonwealth Retirement Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Sell |
10,272
-585
| -5% | -$183K | 1.22% | 23 |
|
|
2025
Q1 | $5.69M | Buy |
10,857
+394
| +4% | +$206K | 2.31% | 13 |
|
|
2024
Q4 | $5.29M | Buy |
10,463
+168
| +2% | +$85K | 2.18% | 13 |
|
|
2024
Q3 | $6.02M | Buy |
10,295
+195
| +2% | +$114K | 2.52% | 12 |
|
|
2024
Q2 | $5.14M | Buy |
10,100
+3,824
| +61% | +$1.95M | 2.36% | 12 |
|
|
2024
Q1 | $3.1M | Buy |
6,276
+353
| +6% | +$175K | 1.48% | 20 |
|
|
2023
Q4 | $3.12M | Sell |
5,923
-2
| -0% | -$1.05K | 1.65% | 19 |
|
|
2023
Q3 | $2.99M | Buy |
5,925
+271
| +5% | +$137K | 1.72% | 19 |
|
|
2023
Q2 | $2.72M | Buy |
+5,654
| New | +$2.72M | 1.52% | 23 |
|