Financial Advisors Network’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
3,434
-28
| -0.8% | -$8.73K | 0.16% | 73 |
|
|
2025
Q1 | $1.81M | Buy |
3,462
+11
| +0.3% | +$5.76K | 0.3% | 56 |
|
|
2024
Q4 | $1.75M | Buy |
+3,451
| New | +$1.75M | 0.29% | 58 |
|
|
2023
Q4 | $1.41M | Buy |
2,678
+93
| +4% | +$49K | 0.28% | 52 |
|
|
2023
Q3 | $1.3M | Buy |
+2,585
| New | +$1.3M | 0.29% | 49 |
|
|
2022
Q4 | $1.34M | Hold |
2,528
| – | – | 0.35% | 45 |
|
|
2022
Q3 | $1.28M | Buy |
2,528
+278
| +12% | +$140K | 0.38% | 44 |
|
|
2022
Q2 | $1.16M | Hold |
2,250
| – | – | 0.32% | 48 |
|
|
2022
Q1 | $1.15M | Buy |
2,250
+26
| +1% | +$13.3K | 0.28% | 49 |
|
|
2021
Q4 | $1.12M | Hold |
2,224
| – | – | 0.25% | 55 |
|
|
2021
Q3 | $1.02M | Hold |
2,224
| – | – | 0.24% | 57 |
|
|
2021
Q2 | $891K | Hold |
2,224
| – | – | 0.26% | 55 |
|
|
2021
Q1 | $827K | Hold |
2,224
| – | – | 0.27% | 57 |
|
|
2020
Q4 | $780K | Hold |
2,224
| – | – | 0.27% | 53 |
|
|
2020
Q3 | $693K | Sell |
2,224
-326
| -13% | -$102K | 0.27% | 53 |
|
|
2020
Q2 | $752K | Hold |
2,550
| – | – | 0.31% | 52 |
|
|
2020
Q1 | $636K | Hold |
2,550
| – | – | 0.3% | 49 |
|
|
2019
Q4 | $750K | Buy |
2,550
+134
| +6% | +$39.4K | 0.34% | 53 |
|
|
2019
Q3 | $525K | Hold |
2,416
| – | – | 0.27% | 67 |
|
|
2019
Q2 | $595K | Hold |
2,416
| – | – | 0.32% | 61 |
|
|
2019
Q1 | $584K | Sell |
2,416
-30
| -1% | -$7.25K | 0.34% | 57 |
|
|
2018
Q4 | $609K | Buy |
+2,446
| New | +$609K | 0.38% | 55 |
|
|
2018
Q2 | $599K | Buy |
+2,441
| New | +$599K | 0.36% | 53 |
|
|
2017
Q1 | – | Sell |
-127
| Closed | -$20.7K | – | 432 |
|
|
2016
Q4 | $20.7K | Buy |
+127
| New | +$20.7K | 0.02% | 198 |
|