Fairfield Financial 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 | $479K | Sell |
1,536
-836
| -35% | -$261K | 0.17% | 55 |
|
|
2025
Q1 | $1.24M | Sell |
2,372
-1,505
| -39% | -$788K | 0.47% | 37 |
|
|
2024
Q4 | $1.96M | Sell |
3,877
-374
| -9% | -$189K | 0.69% | 30 |
|
|
2024
Q3 | $2.49M | Sell |
4,251
-58
| -1% | -$33.9K | 0.85% | 25 |
|
|
2024
Q2 | $2.19M | Buy |
+4,309
| New | +$2.19M | 0.65% | 25 |
|
|
2023
Q4 | $2.13M | Buy |
4,051
+573
| +16% | +$302K | 0.81% | 27 |
|
|
2023
Q3 | $1.75M | Buy |
3,478
+882
| +34% | +$445K | 0.74% | 30 |
|
|
2023
Q2 | $1.25M | Buy |
2,596
+1,140
| +78% | +$548K | 0.5% | 34 |
|
|
2023
Q1 | $685K | Buy |
1,456
+1,064
| +271% | +$500K | 0.3% | 41 |
|
|
2022
Q4 | $208K | Buy |
392
+320
| +444% | +$170K | 0.1% | 62 |
|
|
2022
Q3 | $36.3K | Buy |
72
+40
| +125% | +$20.2K | 0.02% | 132 |
|
|
2022
Q2 | $16.3K | Hold |
32
| – | – | 0.01% | 174 |
|
|
2022
Q1 | $16.1K | Buy |
+32
| New | +$16.1K | 0.01% | 191 |
|