Covestor’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
693
+137
| +25% | +$42.7K | 0.13% | 149 |
|
|
2025
Q1 | $291K | Sell |
556
-109
| -16% | -$57K | 0.19% | 58 |
|
|
2024
Q4 | $336K | Buy |
665
+71
| +12% | +$35.9K | 0.21% | 49 |
|
|
2024
Q3 | $347K | Sell |
594
-60
| -9% | -$35.1K | 0.22% | 39 |
|
|
2024
Q2 | $334K | Buy |
654
+24
| +4% | +$12.3K | 0.22% | 45 |
|
|
2024
Q1 | $312K | Buy |
630
+101
| +19% | +$50K | 0.2% | 44 |
|
|
2023
Q4 | $278K | Sell |
529
-70
| -12% | -$36.8K | 0.19% | 56 |
|
|
2023
Q3 | $303K | Sell |
599
-66
| -10% | -$33.4K | 0.23% | 43 |
|
|
2023
Q2 | $319K | Sell |
665
-87
| -12% | -$41.7K | 0.24% | 37 |
|
|
2023
Q1 | $355K | Buy |
752
+10
| +1% | +$4.72K | 0.31% | 28 |
|
|
2022
Q4 | $393K | Buy |
742
+10
| +1% | +$5.3K | 0.32% | 30 |
|
|
2022
Q3 | $371K | Buy |
732
+31
| +4% | +$15.7K | 0.33% | 26 |
|
|
2022
Q2 | $361K | Buy |
701
+24
| +4% | +$12.4K | 0.29% | 36 |
|
|
2022
Q1 | $346K | Buy |
677
+242
| +56% | +$124K | 0.23% | 43 |
|
|
2021
Q4 | $219K | Buy |
+435
| New | +$219K | 0.31% | 20 |
|