Forum Financial Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Sell |
7,336
-1,312
| -15% | -$409K | 0.03% | 110 |
|
|
2025
Q1 | $4.53M | Buy |
8,648
+168
| +2% | +$88K | 0.08% | 59 |
|
|
2024
Q4 | $4.29M | Buy |
8,480
+1,709
| +25% | +$865K | 0.07% | 60 |
|
|
2024
Q3 | $3.96M | Sell |
6,771
-17
| -0.3% | -$9.94K | 0.07% | 54 |
|
|
2024
Q2 | $3.46M | Sell |
6,788
-104
| -2% | -$53K | 0.06% | 60 |
|
|
2024
Q1 | $3.41M | Sell |
6,892
-78
| -1% | -$38.6K | 0.06% | 76 |
|
|
2023
Q4 | $3.67M | Sell |
6,970
-360
| -5% | -$190K | 0.07% | 56 |
|
|
2023
Q3 | $3.7M | Buy |
7,330
+6
| +0.1% | +$3.03K | 0.08% | 51 |
|
|
2023
Q2 | $3.52M | Buy |
7,324
+465
| +7% | +$224K | 0.08% | 50 |
|
|
2023
Q1 | $3.24M | Buy |
6,859
+133
| +2% | +$62.9K | 0.09% | 51 |
|
|
2022
Q4 | $3.57M | Sell |
6,726
-1
| -0% | -$530 | 0.12% | 45 |
|
|
2022
Q3 | $3.4M | Buy |
6,727
+9
| +0.1% | +$4.55K | 0.16% | 41 |
|
|
2022
Q2 | $3.45M | Buy |
6,718
+183
| +3% | +$94K | 0.17% | 39 |
|
|
2022
Q1 | $3.33M | Sell |
6,535
-6
| -0.1% | -$3.06K | 0.16% | 38 |
|
|
2021
Q4 | $3.28M | Buy |
+6,541
| New | +$3.28M | 0.17% | 35 |
|