Davies Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Sell |
1,691
-9
| -0.5% | -$2.81K | 0.41% | 50 |
|
|
2025
Q1 | $891K | Sell |
1,700
-14
| -0.8% | -$7.33K | 0.76% | 29 |
|
|
2024
Q4 | $867K | Sell |
1,714
-198
| -10% | -$100K | 0.74% | 33 |
|
|
2024
Q3 | $1.12M | Sell |
1,912
-46
| -2% | -$26.9K | 0.98% | 24 |
|
|
2024
Q2 | $997K | Sell |
1,958
-155
| -7% | -$78.9K | 0.93% | 23 |
|
|
2024
Q1 | $1.05M | Buy |
+2,113
| New | +$1.05M | 1.07% | 23 |
|