Farther Finance 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 | $5.03M | Buy |
16,118
+504
| +3% | +$157K | 0.1% | 186 |
|
|
2025
Q1 | $8.17M | Buy |
15,614
+3,016
| +24% | +$1.58M | 0.21% | 101 |
|
|
2024
Q4 | $6.37M | Buy |
12,598
+67
| +0.5% | +$33.9K | 0.23% | 91 |
|
|
2024
Q3 | $7.33M | Buy |
12,531
+332
| +3% | +$194K | 0.27% | 72 |
|
|
2024
Q2 | $6.03M | Buy |
12,199
+3,517
| +41% | +$1.74M | 0.29% | 66 |
|
|
2024
Q1 | $4.25M | Buy |
8,682
+932
| +12% | +$456K | 0.26% | 76 |
|
|
2023
Q4 | $4.08M | Buy |
7,750
+3,861
| +99% | +$2.03M | 0.29% | 70 |
|
|
2023
Q3 | $1.96M | Buy |
3,889
+335
| +9% | +$169K | 0.31% | 68 |
|
|
2023
Q2 | $1.71M | Buy |
3,554
+247
| +7% | +$119K | 0.37% | 54 |
|
|
2023
Q1 | $1.56M | Buy |
3,307
+2,374
| +254% | +$1.12M | 0.46% | 41 |
|
|
2022
Q4 | $495K | Buy |
+933
| New | +$495K | 0.19% | 105 |
|