Global Assets Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
5,325
+2,126
| +66% | +$693K | 0.68% | 35 |
|
|
2025
Q1 | $1.76M | Buy |
3,199
+2,059
| +181% | +$1.13M | 0.33% | 68 |
|
|
2024
Q4 | $575K | Sell |
1,140
-1,689
| -60% | -$852K | 0.32% | 74 |
|
|
2024
Q3 | $1.65M | Buy |
+2,829
| New | +$1.65M | 0.9% | 23 |
|
|
2024
Q2 | – | Sell |
-570,990
| Closed | -$1.17M | – | 482 |
|
|
2024
Q1 | $1.17M | Buy |
+570,990
| New | +$1.17M | 0.05% | 213 |
|
|
2023
Q4 | – | Sell |
-1,877
| Closed | -$946K | – | 125 |
|
|
2023
Q3 | $946K | Buy |
1,877
+211
| +13% | +$106K | 0.83% | 33 |
|
|
2023
Q2 | $801K | Sell |
1,666
-5
| -0.3% | -$2.4K | 0.73% | 39 |
|
|
2023
Q1 | $843K | Sell |
1,671
-51
| -3% | -$25.7K | 0.86% | 28 |
|
|
2022
Q4 | $913K | Sell |
1,722
-467
| -21% | -$248K | 0.96% | 24 |
|
|
2022
Q3 | $1.22M | Buy |
2,189
+108
| +5% | +$60K | 1.23% | 19 |
|
|
2022
Q2 | $1.07M | Buy |
+2,081
| New | +$1.07M | 2.3% | 8 |
|