Founders Financial Alliance’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Sell |
1,615
-102
| -6% | -$31.8K | 0.11% | 172 |
|
|
2025
Q1 | $899K | Buy |
1,717
+761
| +80% | +$399K | 0.22% | 101 |
|
|
2024
Q4 | $484K | Buy |
956
+11
| +1% | +$5.57K | 0.13% | 148 |
|
|
2024
Q3 | $553K | Buy |
945
+38
| +4% | +$22.2K | 0.15% | 133 |
|
|
2024
Q2 | $462K | Sell |
907
-67
| -7% | -$34.1K | 0.14% | 148 |
|
|
2024
Q1 | $482K | Sell |
974
-1,155
| -54% | -$571K | 0.14% | 141 |
|
|
2023
Q4 | $1.12M | Sell |
2,129
-158
| -7% | -$83.2K | 0.43% | 49 |
|
|
2023
Q3 | $1.15M | Sell |
2,287
-551
| -19% | -$278K | 0.5% | 42 |
|
|
2023
Q2 | $1.36M | Buy |
2,838
+623
| +28% | +$299K | 0.54% | 41 |
|
|
2023
Q1 | $1.11M | Sell |
2,215
-252
| -10% | -$126K | 0.55% | 44 |
|
|
2022
Q4 | $1.31M | Sell |
2,467
-58
| -2% | -$30.7K | 0.6% | 42 |
|
|
2022
Q3 | $1.28M | Buy |
2,525
+1,900
| +304% | +$959K | 0.65% | 40 |
|
|
2022
Q2 | $321K | Sell |
625
-386
| -38% | -$198K | 0.16% | 143 |
|
|
2022
Q1 | $516K | Sell |
1,011
-1,741
| -63% | -$889K | 0.23% | 101 |
|
|
2021
Q4 | $1.38M | Buy |
2,752
+2,051
| +293% | +$1.03M | 0.56% | 45 |
|
|
2021
Q3 | $274K | Sell |
701
-1,709
| -71% | -$668K | 0.13% | 169 |
|
|
2021
Q2 | $966K | Buy |
2,410
+42
| +2% | +$16.8K | 0.44% | 53 |
|
|
2021
Q1 | $893K | Sell |
2,368
-354
| -13% | -$133K | 0.44% | 55 |
|
|
2020
Q4 | $953K | Buy |
2,722
+2,127
| +357% | +$745K | 0.54% | 42 |
|
|
2020
Q3 | $187K | Buy |
+595
| New | +$187K | 0.11% | 168 |
|