FI
Financial Insights’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-590
| Closed | -$309K | – | 134 |
|
|
2025
Q1 | $309K | Buy |
+590
| New | +$309K | 0.12% | 78 |
|
|
2024
Q4 | – | Sell |
-997
| Closed | -$583K | – | 145 |
|
|
2024
Q3 | $583K | Sell |
997
-673
| -40% | -$393K | 0.18% | 77 |
|
|
2024
Q2 | $850K | Sell |
1,670
-502
| -23% | -$256K | 0.24% | 67 |
|
|
2024
Q1 | $1.07M | Sell |
2,172
-566
| -21% | -$280K | 0.3% | 65 |
|
|
2023
Q4 | $1.44M | Buy |
2,738
+92
| +3% | +$48.4K | 0.45% | 44 |
|
|
2023
Q3 | $1.42M | Buy |
2,646
+38
| +1% | +$20.4K | 0.51% | 38 |
|
|
2023
Q2 | $1.25M | Buy |
2,608
+454
| +21% | +$218K | 0.46% | 42 |
|
|
2023
Q1 | $1.02M | Buy |
2,154
+410
| +24% | +$194K | 0.41% | 45 |
|
|
2022
Q4 | $925K | Buy |
1,744
+771
| +79% | +$409K | 0.44% | 49 |
|
|
2022
Q3 | $491K | Buy |
+973
| New | +$491K | 0.33% | 64 |
|