Convergence Financial’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 |
-507
| Closed | -$265K | – | 185 |
|
|
2025
Q1 | $265K | Buy |
507
+14
| +3% | +$7.33K | 0.05% | 144 |
|
|
2024
Q4 | $250K | Sell |
493
-59
| -11% | -$29.9K | 0.05% | 137 |
|
|
2024
Q3 | $323K | Buy |
552
+110
| +25% | +$64.3K | 0.07% | 114 |
|
|
2024
Q2 | $225K | Buy |
+442
| New | +$225K | 0.06% | 136 |
|