Financial Network Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.25M | Sell |
2,394
-255
| -10% | -$133K | 0.44% | 42 |
|
|
2024
Q4 | $1.34M | Sell |
2,649
-451
| -15% | -$228K | 0.48% | 39 |
|
|
2024
Q3 | $1.81M | Buy |
3,100
+79
| +3% | +$46.2K | 0.65% | 30 |
|
|
2024
Q2 | $1.54M | Buy |
+3,021
| New | +$1.54M | 0.59% | 33 |
|
|
2024
Q1 | – | Sell |
-3,066
| Closed | -$1.61M | – | 94 |
|
|
2023
Q4 | $1.61M | Hold |
3,066
| – | – | 0.7% | 28 |
|
|
2023
Q3 | $1.58M | Buy |
3,066
+20
| +0.7% | +$10.3K | 0.77% | 28 |
|
|
2023
Q2 | $1.53M | Hold |
3,046
| – | – | 0.71% | 29 |
|
|
2023
Q1 | $1.44M | Hold |
3,046
| – | – | 0.71% | 32 |
|
|
2022
Q4 | $1.61M | Sell |
3,046
-50
| -2% | -$26.5K | 0.87% | 28 |
|
|
2022
Q3 | $1.56M | Sell |
3,096
-47
| -1% | -$23.7K | 0.98% | 24 |
|
|
2022
Q2 | $1.61M | Buy |
3,143
+69
| +2% | +$35.4K | 0.97% | 22 |
|
|
2022
Q1 | $1.57M | Hold |
3,074
| – | – | 0.82% | 23 |
|
|
2021
Q4 | $1.54M | Sell |
3,074
-103
| -3% | -$51.7K | 0.78% | 23 |
|
|
2021
Q3 | $1.24M | Hold |
3,177
| – | – | 0.71% | 24 |
|
|
2021
Q2 | $1.27M | Buy |
3,177
+30
| +1% | +$12K | 0.75% | 23 |
|
|
2021
Q1 | $1.17M | Buy |
3,147
+72
| +2% | +$26.8K | 0.76% | 23 |
|
|
2020
Q4 | $1.08M | Buy |
+3,075
| New | +$1.08M | 0.85% | 23 |
|