Consolidated Portfolio Review Corp’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 |
-636
| Closed | -$333K | – | 460 |
|
|
2025
Q1 | $333K | Sell |
636
-609
| -49% | -$319K | 0.05% | 285 |
|
|
2024
Q4 | $630K | Sell |
1,245
-167
| -12% | -$84.4K | 0.1% | 206 |
|
|
2024
Q3 | $826K | Buy |
1,412
+66
| +5% | +$38.6K | 0.18% | 141 |
|
|
2024
Q2 | $686K | Sell |
1,346
-1
| -0.1% | -$509 | 0.16% | 157 |
|
|
2024
Q1 | $666K | Sell |
1,347
-201
| -13% | -$99.4K | 0.17% | 135 |
|
|
2023
Q4 | $815K | Sell |
1,548
-33
| -2% | -$17.4K | 0.19% | 124 |
|
|
2023
Q3 | $797K | Buy |
1,581
+44
| +3% | +$22.2K | 0.19% | 129 |
|
|
2023
Q2 | $739K | Buy |
1,537
+23
| +2% | +$11.1K | 0.18% | 133 |
|
|
2023
Q1 | $715K | Buy |
+1,514
| New | +$715K | 0.19% | 123 |
|