Facet Wealth Inc’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
1,123
+170
| +18% | +$42.4K | 0.01% | 143 |
|
|
2025
Q1 | $386K | Sell |
953
-594
| -38% | -$240K | 0.01% | 94 |
|
|
2024
Q4 | $815K | Buy |
1,547
+507
| +49% | +$267K | 0.02% | 70 |
|
|
2024
Q3 | $590K | Buy |
1,040
+160
| +18% | +$90.8K | 0.02% | 82 |
|
|
2024
Q2 | $507K | Buy |
880
+180
| +26% | +$104K | 0.02% | 82 |
|
|
2024
Q1 | $346K | Sell |
700
-119
| -15% | -$58.8K | 0.01% | 87 |
|
|
2023
Q4 | $418K | Buy |
819
+147
| +22% | +$75K | 0.02% | 73 |
|
|
2023
Q3 | $360K | Buy |
672
+41
| +6% | +$21.9K | 0.02% | 70 |
|
|
2023
Q2 | $319K | Buy |
631
+163
| +35% | +$82.3K | 0.02% | 71 |
|
|
2023
Q1 | $221K | Sell |
468
-11
| -2% | -$5.2K | 0.01% | 71 |
|
|
2022
Q4 | $237K | Buy |
+479
| New | +$237K | 0.02% | 63 |
|