Focus Partners Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.8M | Sell |
236,451
-41,465
| -15% | -$12.9M | 0.16% | 134 |
|
|
2025
Q1 | $146M | Buy |
277,916
+12,880
| +5% | +$6.75M | 0.36% | 56 |
|
|
2024
Q4 | $134M | Sell |
265,036
-188,122
| -42% | -$95.2M | 0.35% | 56 |
|
|
2024
Q3 | $147M | Buy |
453,158
+260,984
| +136% | +$84.6M | 0.47% | 41 |
|
|
2024
Q2 | $97.9M | Buy |
192,174
+45,262
| +31% | +$23.1M | 0.33% | 72 |
|
|
2024
Q1 | $72.7M | Buy |
146,912
+25,719
| +21% | +$12.7M | 0.59% | 34 |
|
|
2023
Q4 | $63.8M | Buy |
+121,193
| New | +$63.8M | 0.84% | 19 |
|