Financial Council’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Hold |
812
| – | – | 0.12% | 74 |
|
|
2025
Q1 | $425K | Sell |
812
-15
| -2% | -$7.86K | 0.23% | 47 |
|
|
2024
Q4 | $418K | Hold |
827
| – | – | 0.22% | 49 |
|
|
2024
Q3 | $484K | Hold |
827
| – | – | 0.25% | 44 |
|
|
2024
Q2 | $421K | Buy |
827
+17
| +2% | +$8.66K | 0.24% | 46 |
|
|
2024
Q1 | $401K | Hold |
810
| – | – | 0.24% | 46 |
|
|
2023
Q4 | $426K | Buy |
810
+40
| +5% | +$21.1K | 0.29% | 43 |
|
|
2023
Q3 | $388K | Buy |
770
+37
| +5% | +$18.7K | 0.31% | 39 |
|
|
2023
Q2 | $352K | Hold |
733
| – | – | 0.27% | 40 |
|
|
2023
Q1 | $346K | Hold |
733
| – | – | 0.28% | 39 |
|
|
2022
Q4 | $389K | Hold |
733
| – | – | 0.24% | 39 |
|
|
2022
Q3 | $370K | Buy |
+733
| New | +$370K | 0.43% | 33 |
|