ERn Financial LLC’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 |
-2,632
| Closed | -$1.38M | – | 182 |
|
|
2025
Q1 | $1.38M | Sell |
2,632
-181
| -6% | -$94.8K | 0.22% | 76 |
|
|
2024
Q4 | $1.42M | Buy |
2,813
+113
| +4% | +$57.2K | 0.21% | 78 |
|
|
2024
Q3 | $1.58M | Sell |
2,700
-62
| -2% | -$36.2K | 0.24% | 74 |
|
|
2024
Q2 | $1.41M | Sell |
2,762
-22
| -0.8% | -$11.2K | 0.23% | 74 |
|
|
2024
Q1 | $1.38M | Buy |
2,784
+25
| +0.9% | +$12.4K | 0.24% | 76 |
|
|
2023
Q4 | $1.42M | Buy |
2,759
+128
| +5% | +$66.1K | 0.27% | 69 |
|
|
2023
Q3 | $1.33M | Buy |
2,631
+202
| +8% | +$102K | 0.29% | 73 |
|
|
2023
Q2 | $1.17M | Buy |
2,429
+34
| +1% | +$16.3K | 0.24% | 78 |
|
|
2023
Q1 | $1.13M | Buy |
2,395
+33
| +1% | +$15.6K | 0.25% | 75 |
|
|
2022
Q4 | $1.25M | Buy |
2,362
+132
| +6% | +$70K | 0.29% | 70 |
|
|
2022
Q3 | $1.13M | Sell |
2,230
-102
| -4% | -$51.5K | 0.29% | 69 |
|
|
2022
Q2 | $1.2M | Buy |
2,332
+887
| +61% | +$456K | 0.29% | 68 |
|
|
2022
Q1 | $737K | Buy |
1,445
+750
| +108% | +$383K | 0.16% | 83 |
|
|
2021
Q4 | $349K | Sell |
695
-149
| -18% | -$74.8K | 0.08% | 116 |
|
|
2021
Q3 | $330K | Buy |
+844
| New | +$330K | 0.08% | 107 |
|