First Affirmative Financial Network’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $777K | Sell |
1,484
-119
| -7% | -$62.3K | 0.48% | 45 |
|
|
2024
Q4 | $811K | Sell |
1,603
-38
| -2% | -$19.2K | 0.47% | 49 |
|
|
2024
Q3 | $960K | Buy |
1,641
+37
| +2% | +$21.6K | 0.53% | 40 |
|
|
2024
Q2 | $817K | Sell |
1,604
-106
| -6% | -$54K | 0.57% | 32 |
|
|
2024
Q1 | $846K | Buy |
1,710
+64
| +4% | +$31.7K | 0.62% | 27 |
|
|
2023
Q4 | $866K | Buy |
1,646
+229
| +16% | +$121K | 0.69% | 22 |
|
|
2023
Q3 | $714K | Sell |
1,417
-10
| -0.7% | -$5.04K | 0.7% | 27 |
|
|
2023
Q2 | $686K | Sell |
1,427
-39
| -3% | -$18.7K | 0.69% | 26 |
|
|
2023
Q1 | $693K | Sell |
1,466
-18
| -1% | -$8.5K | 0.8% | 16 |
|
|
2022
Q4 | $787K | Sell |
1,484
-222
| -13% | -$118K | 0.95% | 11 |
|
|
2022
Q3 | $862K | Sell |
1,706
-288
| -14% | -$146K | 1.1% | 13 |
|
|
2022
Q2 | $1.02M | Sell |
1,994
-178
| -8% | -$91.4K | 1.16% | 11 |
|
|
2022
Q1 | $1.11M | Buy |
2,172
+241
| +12% | +$123K | 1.06% | 13 |
|
|
2021
Q4 | $970K | Buy |
1,931
+121
| +7% | +$60.8K | 0.89% | 22 |
|
|
2021
Q3 | $707K | Buy |
+1,810
| New | +$707K | 0.73% | 28 |
|