Freedom Together Foundation’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
-14,355
Closed -$7.52M 22
2025
Q1
$7.52M Hold
14,355
0.98% 3
2024
Q4
$7.26M Sell
14,355
-57,000
-80% -$28.8M 0.81% 3
2024
Q3
$41.7M Sell
71,355
-108,000
-60% -$63.1M 4.41% 3
2024
Q2
$91.3M Sell
179,355
-37,000
-17% -$18.8M 9.78% 4
2024
Q1
$107M Sell
216,355
-25,400
-11% -$12.6M 11.68% 2
2023
Q4
$127M Buy
+241,755
New +$127M 13.64% 2