FourThought Financial Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Sell |
2,699
-15,493
| -85% | -$4.83M | 0.08% | 149 |
|
|
2025
Q1 | $9.53M | Buy |
18,192
+233
| +1% | +$122K | 1% | 31 |
|
|
2024
Q4 | $9.09M | Sell |
17,959
-159
| -0.9% | -$80.4K | 0.94% | 33 |
|
|
2024
Q3 | $10.6M | Buy |
18,118
+179
| +1% | +$105K | 1.26% | 23 |
|
|
2024
Q2 | $9.14M | Buy |
17,939
+945
| +6% | +$481K | 1.18% | 27 |
|
|
2024
Q1 | $8.41M | Buy |
16,994
+1,126
| +7% | +$557K | 0.96% | 31 |
|
|
2023
Q4 | $8.35M | Sell |
15,868
-168
| -1% | -$88.4K | 1.05% | 28 |
|
|
2023
Q3 | $8.09M | Buy |
16,036
+653
| +4% | +$329K | 1.13% | 30 |
|
|
2023
Q2 | $7.39M | Buy |
15,383
+952
| +7% | +$458K | 0.97% | 34 |
|
|
2023
Q1 | $6.82M | Buy |
14,431
+2,261
| +19% | +$1.07M | 0.94% | 35 |
|
|
2022
Q4 | $6.45M | Buy |
+12,170
| New | +$6.45M | 0.93% | 33 |
|