Foster Group’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Sell
850
-300
-26% -$93.6K 0.01% 210
2025
Q1
$602K Sell
1,150
-11
-0.9% -$5.76K 0.02% 117
2024
Q4
$587K Sell
1,161
-334
-22% -$169K 0.02% 110
2024
Q3
$874K Sell
1,495
-2,036
-58% -$1.19M 0.03% 96
2024
Q2
$1.8M Buy
3,531
+125
+4% +$63.7K 0.07% 69
2024
Q1
$1.68M Buy
3,406
+53
+2% +$26.2K 0.08% 64
2023
Q4
$1.69M Hold
3,353
0.1% 52
2023
Q3
$1.69M Sell
3,353
-17
-0.5% -$8.57K 0.1% 52
2023
Q2
$1.62M Buy
3,370
+66
+2% +$31.7K 0.1% 54
2023
Q1
$1.56M Buy
3,304
+268
+9% +$127K 0.1% 52
2022
Q4
$1.61M Sell
3,036
-15
-0.5% -$7.95K 0.12% 49
2022
Q3
$1.54M Buy
3,051
+139
+5% +$70.2K 0.13% 47
2022
Q2
$1.5M Buy
2,912
+159
+6% +$81.7K 0.11% 52
2022
Q1
$1.4M Sell
2,753
-48
-2% -$24.5K 0.12% 49
2021
Q4
$1.41M Buy
2,801
+335
+14% +$168K 0.12% 43
2021
Q3
$964K Hold
2,466
0.09% 54
2021
Q2
$987K Buy
2,466
+25
+1% +$10K 0.11% 51
2021
Q1
$908K Buy
2,441
+46
+2% +$17.1K 0.14% 46
2020
Q4
$829K Buy
+2,395
New +$829K 0.15% 39