Drake & Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
1,420
+310
| +28% | +$96.7K | 0.11% | 76 |
|
|
2025
Q1 | $581K | Buy |
1,110
+204
| +23% | +$107K | 0.16% | 52 |
|
|
2024
Q4 | $477K | Hold |
906
| – | – | 0.14% | 61 |
|
|
2024
Q3 | $530K | Buy |
906
+233
| +35% | +$136K | 0.17% | 49 |
|
|
2024
Q2 | $343K | Buy |
673
+8
| +1% | +$4.07K | 0.12% | 55 |
|
|
2024
Q1 | $329K | Buy |
665
+16
| +2% | +$7.92K | 0.12% | 56 |
|
|
2023
Q4 | $342K | Buy |
+649
| New | +$342K | 0.14% | 56 |
|
|
2023
Q1 | – | Sell |
-1,349
| Closed | -$715K | – | 76 |
|
|
2022
Q4 | $715K | Buy |
1,349
+131
| +11% | +$69.5K | 0.38% | 21 |
|
|
2022
Q3 | $615K | Buy |
1,218
+508
| +72% | +$257K | 0.35% | 20 |
|
|
2022
Q2 | $365K | Buy |
+710
| New | +$365K | 0.21% | 30 |
|