E.S. Barr & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-425
| Closed | -$223K | – | 122 |
|
|
2025
Q1 | $223K | Hold |
425
| – | – | 0.01% | 97 |
|
|
2024
Q4 | $215K | Sell |
425
-37
| -8% | -$18.7K | 0.01% | 100 |
|
|
2024
Q3 | $270K | Buy |
462
+31
| +7% | +$18.1K | 0.02% | 92 |
|
|
2024
Q2 | $220K | Buy |
431
+7
| +2% | +$3.57K | 0.01% | 90 |
|
|
2024
Q1 | $210K | Sell |
424
-50
| -11% | -$24.8K | 0.01% | 87 |
|
|
2023
Q4 | $250K | Buy |
+474
| New | +$250K | 0.02% | 86 |
|
|
2023
Q3 | – | Sell |
-424
| Closed | -$204K | – | 94 |
|
|
2023
Q2 | $204K | Buy |
+424
| New | +$204K | 0.02% | 91 |
|