Diligent Investors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
1,394
+344
| +33% | +$107K | 0.1% | 216 |
|
|
2025
Q1 | $550K | Buy |
1,050
+14
| +1% | +$7.33K | 0.13% | 191 |
|
|
2024
Q4 | $524K | Buy |
1,036
+501
| +94% | +$254K | 0.12% | 200 |
|
|
2024
Q3 | $313K | Sell |
535
-20
| -4% | -$11.7K | 0.07% | 262 |
|
|
2024
Q2 | $283K | Buy |
555
+8
| +1% | +$4.07K | 0.07% | 264 |
|
|
2024
Q1 | $271K | Buy |
547
+96
| +21% | +$47.5K | 0.07% | 270 |
|
|
2023
Q4 | $237K | Buy |
451
+1
| +0.2% | +$526 | 0.07% | 274 |
|
|
2023
Q3 | $227K | Sell |
450
-107
| -19% | -$54K | 0.07% | 264 |
|
|
2023
Q2 | $268K | Buy |
557
+100
| +22% | +$48.1K | 0.08% | 229 |
|
|
2023
Q1 | $216K | Buy |
457
+1
| +0.2% | +$472 | 0.07% | 251 |
|
|
2022
Q4 | $242K | Buy |
456
+10
| +2% | +$5.31K | 0.08% | 230 |
|
|
2022
Q3 | $225K | Hold |
446
| – | – | 0.08% | 222 |
|
|
2022
Q2 | $229K | Buy |
+446
| New | +$229K | 0.08% | 220 |
|