Florida Financial 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 | $671K | Sell |
2,150
-145
| -6% | -$45.2K | 0.22% | 107 |
|
|
2025
Q1 | $1.2M | Sell |
2,295
-277
| -11% | -$145K | 0.47% | 43 |
|
|
2024
Q4 | $1.3M | Sell |
2,572
-420
| -14% | -$212K | 0.58% | 33 |
|
|
2024
Q3 | $1.54M | Sell |
2,992
-776
| -21% | -$400K | 0.79% | 24 |
|
|
2024
Q2 | $1.75M | Buy |
3,768
+673
| +22% | +$313K | 1.05% | 20 |
|
|
2024
Q1 | $1.53M | Buy |
3,095
+984
| +47% | +$487K | 1.13% | 17 |
|
|
2023
Q4 | $1.11M | Buy |
+2,111
| New | +$1.11M | 1.03% | 17 |
|