Emerald 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 | $340K | Buy |
1,089
+177
| +19% | +$55.2K | 0.04% | 84 |
|
|
2025
Q1 | $478K | Buy |
912
+156
| +21% | +$81.7K | 0.06% | 70 |
|
|
2024
Q4 | $382K | Buy |
756
+14
| +2% | +$7.08K | 0.05% | 72 |
|
|
2024
Q3 | $422K | Sell |
742
-1
| -0.1% | -$569 | 0.06% | 69 |
|
|
2024
Q2 | $378K | Sell |
743
-1
| -0.1% | -$509 | 0.06% | 68 |
|
|
2024
Q1 | $368K | Buy |
744
+36
| +5% | +$17.8K | 0.07% | 69 |
|
|
2023
Q4 | $373K | Buy |
708
+17
| +2% | +$8.95K | 0.07% | 63 |
|
|
2023
Q3 | $348K | Buy |
691
+7
| +1% | +$3.53K | 0.08% | 62 |
|
|
2023
Q2 | $329K | Buy |
684
+30
| +5% | +$14.4K | 0.08% | 65 |
|
|
2023
Q1 | $309K | Buy |
654
+10
| +2% | +$4.73K | 0.08% | 63 |
|
|
2022
Q4 | $342K | Buy |
644
+44
| +7% | +$23.3K | 0.09% | 57 |
|
|
2022
Q3 | $303K | Buy |
600
+17
| +3% | +$8.59K | 0.09% | 65 |
|
|
2022
Q2 | $299K | Buy |
583
+97
| +20% | +$49.7K | 0.08% | 70 |
|
|
2022
Q1 | $248K | Buy |
486
+27
| +6% | +$13.8K | 0.06% | 85 |
|
|
2021
Q4 | $230K | Buy |
+459
| New | +$230K | 0.06% | 80 |
|
|
2020
Q1 | – | Sell |
-929
| Closed | -$264K | – | 111 |
|
|
2019
Q4 | $264K | Buy |
+929
| New | +$264K | 0.25% | 74 |
|