Garde Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Buy |
485
+44
| +10% | +$13.7K | 0.01% | 221 |
|
|
2025
Q1 | $231K | Sell |
441
-175
| -28% | -$91.7K | 0.01% | 192 |
|
|
2024
Q4 | $312K | Buy |
616
+90
| +17% | +$45.6K | 0.02% | 175 |
|
|
2024
Q3 | $308K | Sell |
526
-331
| -39% | -$194K | 0.02% | 172 |
|
|
2024
Q2 | $437K | Sell |
857
-166
| -16% | -$84.6K | 0.03% | 143 |
|
|
2024
Q1 | $506K | Buy |
1,023
+2
| +0.2% | +$989 | 0.04% | 138 |
|
|
2023
Q4 | $538K | Sell |
1,021
-923
| -47% | -$486K | 0.04% | 130 |
|
|
2023
Q3 | $980K | Buy |
1,944
+25
| +1% | +$12.6K | 0.08% | 90 |
|
|
2023
Q2 | $922K | Buy |
1,919
+1,000
| +109% | +$480K | 0.08% | 97 |
|
|
2023
Q1 | $434K | Sell |
919
-24
| -3% | -$11.3K | 0.05% | 124 |
|
|
2022
Q4 | $500K | Buy |
943
+66
| +8% | +$35K | 0.06% | 119 |
|
|
2022
Q3 | $443K | Hold |
877
| – | – | 0.06% | 116 |
|
|
2022
Q2 | $450K | Buy |
877
+69
| +9% | +$35.4K | 0.05% | 123 |
|
|
2022
Q1 | $412K | Sell |
808
-121
| -13% | -$61.7K | 0.04% | 140 |
|
|
2021
Q4 | $467K | Buy |
929
+101
| +12% | +$50.8K | 0.05% | 135 |
|
|
2021
Q3 | $324K | Buy |
828
+382
| +86% | +$149K | 0.03% | 156 |
|
|
2021
Q2 | $179K | Sell |
446
-40
| -8% | -$16.1K | 0.02% | 209 |
|
|
2021
Q1 | $181K | Buy |
486
+40
| +9% | +$14.9K | 0.02% | 197 |
|
|
2020
Q4 | $156K | Buy |
+446
| New | +$156K | 0.02% | 203 |
|