FLC Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,073
| Closed | -$1.09M | – | 211 |
|
|
2025
Q1 | $1.09M | Sell |
2,073
-82
| -4% | -$42.9K | 0.24% | 60 |
|
|
2024
Q4 | $1.09M | Buy |
2,155
+439
| +26% | +$222K | 0.25% | 62 |
|
|
2024
Q3 | $1M | Hold |
1,716
| – | – | 0.23% | 60 |
|
|
2024
Q2 | $874K | Hold |
1,716
| – | – | 0.22% | 63 |
|
|
2024
Q1 | $849K | Sell |
1,716
-144
| -8% | -$71.2K | 0.21% | 67 |
|
|
2023
Q4 | $979K | Sell |
1,860
-333
| -15% | -$175K | 0.26% | 57 |
|
|
2023
Q3 | $1.11M | Sell |
2,193
-156
| -7% | -$78.7K | 0.34% | 51 |
|
|
2023
Q2 | $1.13M | Hold |
2,349
| – | – | 0.33% | 50 |
|
|
2023
Q1 | $1.11M | Hold |
2,349
| – | – | 0.34% | 55 |
|
|
2022
Q4 | $1.25M | Sell |
2,349
-84
| -3% | -$44.5K | 0.39% | 55 |
|
|
2022
Q3 | $1.23M | Sell |
2,433
-699
| -22% | -$353K | 0.43% | 53 |
|
|
2022
Q2 | $1.61M | Hold |
3,132
| – | – | 0.54% | 48 |
|
|
2022
Q1 | $1.6M | Hold |
3,132
| – | – | 0.45% | 56 |
|
|
2021
Q4 | $1.57M | Sell |
3,132
-20
| -0.6% | -$10K | 0.44% | 63 |
|
|
2021
Q3 | $1.23M | Hold |
3,152
| – | – | 0.36% | 71 |
|
|
2021
Q2 | $1.26M | Sell |
3,152
-240
| -7% | -$96.1K | 0.37% | 66 |
|
|
2021
Q1 | $1.26M | Sell |
3,392
-21
| -0.6% | -$7.81K | 0.4% | 65 |
|
|
2020
Q4 | $1.2M | Buy |
3,413
+274
| +9% | +$96.1K | 0.4% | 59 |
|
|
2020
Q3 | $1.02M | Sell |
3,139
-817
| -21% | -$264K | 0.37% | 62 |
|
|
2020
Q2 | $1.2M | Hold |
3,956
| – | – | 0.48% | 49 |
|
|
2020
Q1 | $951K | Buy |
3,956
+1,556
| +65% | +$374K | 0.44% | 38 |
|
|
2019
Q4 | $706K | Buy |
2,400
+21
| +0.9% | +$6.18K | 0.28% | 49 |
|
|
2019
Q3 | $517K | Buy |
2,379
+977
| +70% | +$212K | 0.22% | 60 |
|
|
2019
Q2 | $347K | Buy |
1,402
+570
| +69% | +$141K | 0.14% | 82 |
|
|
2019
Q1 | $206K | Buy |
+832
| New | +$206K | 0.09% | 106 |
|