Francis Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-432
| Closed | -$226K | – | 96 |
|
|
2025
Q1 | $226K | Sell |
432
-500
| -54% | -$262K | 0.05% | 83 |
|
|
2024
Q4 | $325K | Buy |
932
+302
| +48% | +$105K | 0.08% | 70 |
|
|
2024
Q3 | $368K | Buy |
630
+42
| +7% | +$24.6K | 0.1% | 60 |
|
|
2024
Q2 | $299K | Buy |
588
+128
| +28% | +$65.2K | 0.09% | 68 |
|
|
2024
Q1 | $228K | Buy |
460
+5
| +1% | +$2.47K | 0.07% | 64 |
|
|
2023
Q4 | $240K | Buy |
455
+57
| +14% | +$30K | 0.1% | 52 |
|
|
2023
Q3 | $201K | Buy |
+398
| New | +$201K | 0.1% | 48 |
|