Financial Partners Group (Tennessee)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.68M | Buy |
31,037
+23,235
| +298% | +$7.25M | 3.5% | 8 |
|
|
2025
Q1 | $4.09M | Sell |
7,802
-253
| -3% | -$133K | 1.77% | 19 |
|
|
2024
Q4 | $4.07M | Buy |
8,055
+42
| +0.5% | +$21.2K | 1.69% | 19 |
|
|
2024
Q3 | $4.68M | Buy |
8,013
+25
| +0.3% | +$14.6K | 1.76% | 20 |
|
|
2024
Q2 | $4.07M | Buy |
7,988
+143
| +2% | +$72.8K | 1.58% | 21 |
|
|
2024
Q1 | $3.88M | Buy |
7,845
+162
| +2% | +$80.1K | 1.5% | 22 |
|
|
2023
Q4 | $4.04M | Buy |
7,683
+263
| +4% | +$138K | 1.83% | 19 |
|
|
2023
Q3 | $3.74M | Hold |
7,420
| – | – | 1.79% | 21 |
|
|
2023
Q2 | $3.57M | Sell |
7,420
-1,422
| -16% | -$683K | 1.8% | 20 |
|
|
2023
Q1 | $4.18M | Sell |
8,842
-108
| -1% | -$51K | 2.19% | 18 |
|
|
2022
Q4 | $4.75M | Buy |
+8,950
| New | +$4.75M | 2.8% | 13 |
|