DHJJ 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 | $27.4K | Sell |
88
-55
| -38% | -$17.1K | 0.01% | 435 |
|
|
2025
Q1 | $74.8K | Buy |
143
+18
| +14% | +$9.42K | 0.03% | 264 |
|
|
2024
Q4 | $63.2K | Hold |
125
| – | – | 0.02% | 272 |
|
|
2024
Q3 | $73K | Sell |
125
-20
| -14% | -$11.7K | 0.03% | 252 |
|
|
2024
Q2 | $73.7K | Buy |
145
+20
| +16% | +$10.2K | 0.03% | 237 |
|
|
2024
Q1 | $61.7K | Hold |
125
| – | – | 0.03% | 239 |
|
|
2023
Q4 | $65.7K | Hold |
125
| – | – | 0.03% | 228 |
|
|
2023
Q3 | $62.9K | Buy |
+125
| New | +$62.9K | 0.03% | 221 |
|