Exeter Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
645
+189
| +41% | +$58.9K | 0.09% | 90 |
|
|
2025
Q1 | $239K | Hold |
456
| – | – | 0.11% | 87 |
|
|
2024
Q4 | $231K | Buy |
456
+1
| +0.2% | +$506 | 0.11% | 88 |
|
|
2024
Q3 | $266K | Sell |
455
-14
| -3% | -$8.19K | 0.12% | 83 |
|
|
2024
Q2 | $239K | Hold |
469
| – | – | 0.11% | 84 |
|
|
2024
Q1 | $214K | Hold |
469
| – | – | 0.1% | 88 |
|
|
2023
Q4 | $252K | Buy |
469
+1
| +0.2% | +$538 | 0.12% | 82 |
|
|
2023
Q3 | $236K | Hold |
468
| – | – | 0.12% | 84 |
|
|
2023
Q2 | $217K | Hold |
468
| – | – | 0.11% | 88 |
|
|
2023
Q1 | $241K | Hold |
468
| – | – | 0.12% | 84 |
|
|
2022
Q4 | $248K | Buy |
468
+1
| +0.2% | +$530 | 0.13% | 81 |
|
|
2022
Q3 | $236K | Hold |
467
| – | – | 0.14% | 81 |
|
|
2022
Q2 | $240K | Hold |
467
| – | – | 0.13% | 82 |
|
|
2022
Q1 | $238K | Hold |
467
| – | – | 0.13% | 81 |
|
|
2021
Q4 | $217K | Buy |
+467
| New | +$217K | 0.12% | 81 |
|
|
2021
Q3 | – | Sell |
-511
| Closed | -$209K | – | 82 |
|
|
2021
Q2 | $209K | Buy |
+511
| New | +$209K | 0.12% | 82 |
|