Founders Financial Securities’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
8,119
+738
| +10% | +$230K | 0.19% | 106 |
|
|
2025
Q1 | $3.1M | Buy |
7,381
+412
| +6% | +$173K | 0.26% | 86 |
|
|
2024
Q4 | $3.53M | Buy |
6,969
+10
| +0.1% | +$5.06K | 0.32% | 68 |
|
|
2024
Q3 | $4.07M | Sell |
6,959
-349
| -5% | -$204K | 0.38% | 62 |
|
|
2024
Q2 | $3.72M | Buy |
7,308
+387
| +6% | +$197K | 0.35% | 65 |
|
|
2024
Q1 | $3.42M | Sell |
6,921
-1,018
| -13% | -$504K | 0.36% | 63 |
|
|
2023
Q4 | $4.18M | Buy |
7,939
+1,456
| +22% | +$767K | 0.46% | 46 |
|
|
2023
Q3 | $3.27M | Buy |
6,483
+404
| +7% | +$204K | 0.42% | 58 |
|
|
2023
Q2 | $2.92M | Buy |
6,079
+3
| +0% | +$1.44K | 0.39% | 57 |
|
|
2023
Q1 | $2.87M | Buy |
6,076
+532
| +10% | +$251K | 0.41% | 57 |
|
|
2022
Q4 | $2.94M | Buy |
5,544
+203
| +4% | +$108K | 0.46% | 52 |
|
|
2022
Q3 | $2.7M | Sell |
5,341
-140
| -3% | -$70.7K | 0.48% | 47 |
|
|
2022
Q2 | $2.82M | Sell |
5,481
-18
| -0.3% | -$9.25K | 0.55% | 40 |
|
|
2022
Q1 | $2.8M | Buy |
5,499
+199
| +4% | +$101K | 0.5% | 48 |
|
|
2021
Q4 | $2.66M | Buy |
5,300
+28
| +0.5% | +$14.1K | 0.48% | 52 |
|
|
2021
Q3 | $2.06M | Buy |
5,272
+242
| +5% | +$94.6K | 0.41% | 54 |
|
|
2021
Q2 | $2.01M | Buy |
5,030
+7
| +0.1% | +$2.8K | 0.4% | 54 |
|
|
2021
Q1 | $1.87M | Buy |
5,023
+809
| +19% | +$301K | 0.43% | 43 |
|
|
2020
Q4 | $1.48M | Buy |
4,214
+488
| +13% | +$171K | 0.35% | 51 |
|
|
2020
Q3 | $1.16M | Hold |
3,726
| – | – | 0.37% | 46 |
|
|
2020
Q2 | $1.11M | Buy |
3,726
+919
| +33% | +$274K | 0.36% | 54 |
|
|
2020
Q1 | $700K | Buy |
2,807
+213
| +8% | +$53.1K | 0.26% | 56 |
|
|
2019
Q4 | $763K | Buy |
2,594
+139
| +6% | +$40.9K | 0.26% | 61 |
|
|
2019
Q3 | $534K | Buy |
2,455
+328
| +15% | +$71.3K | 0.17% | 89 |
|
|
2019
Q2 | $519K | Buy |
2,127
+359
| +20% | +$87.6K | 0.17% | 81 |
|
|
2019
Q1 | $407K | Buy |
1,768
+322
| +22% | +$74.1K | 0.13% | 89 |
|
|
2018
Q4 | $360K | Buy |
1,446
+211
| +17% | +$52.5K | 0.13% | 79 |
|
|
2018
Q3 | $329K | Buy |
1,235
+87
| +8% | +$23.2K | 0.09% | 90 |
|
|
2018
Q2 | $282K | Hold |
1,148
| – | – | 0.09% | 87 |
|
|
2018
Q1 | $246K | Hold |
1,148
| – | – | 0.08% | 95 |
|
|
2017
Q4 | $253K | Hold |
1,148
| – | – | 0.08% | 86 |
|
|
2017
Q3 | $225K | Hold |
1,148
| – | – | 0.08% | 85 |
|
|
2017
Q2 | $213K | Buy |
+1,148
| New | +$213K | 0.08% | 89 |
|