Global Financial Private Client’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
952
-25
| -3% | -$7.8K | 0.11% | 182 |
|
|
2025
Q1 | $512K | Buy |
977
+13
| +1% | +$6.81K | 0.2% | 124 |
|
|
2024
Q4 | $488K | Buy |
964
+11
| +1% | +$5.56K | 0.18% | 135 |
|
|
2024
Q3 | $557K | Buy |
953
+161
| +20% | +$94.1K | 0.22% | 118 |
|
|
2024
Q2 | $403K | Hold |
792
| – | – | 0.17% | 140 |
|
|
2024
Q1 | $388K | Hold |
792
| – | – | 0.17% | 138 |
|
|
2023
Q4 | $417K | Hold |
792
| – | – | 0.2% | 126 |
|
|
2023
Q3 | $408K | Hold |
792
| – | – | 0.21% | 116 |
|
|
2023
Q2 | $378K | Hold |
792
| – | – | 0.19% | 125 |
|
|
2023
Q1 | $391K | Buy |
792
+22
| +3% | +$10.9K | 0.2% | 110 |
|
|
2022
Q4 | $408K | Buy |
770
+7
| +0.9% | +$3.71K | 0.23% | 94 |
|
|
2022
Q3 | $393K | Hold |
763
| – | – | 0.23% | 101 |
|
|
2022
Q2 | $395K | Buy |
763
+25
| +3% | +$12.9K | 0.22% | 94 |
|
|
2022
Q1 | $378K | Hold |
738
| – | – | 0.18% | 109 |
|
|
2021
Q4 | $371K | Hold |
738
| – | – | 0.18% | 108 |
|
|
2021
Q3 | $290K | Sell |
738
-157
| -18% | -$61.6K | 0.15% | 116 |
|
|
2021
Q2 | $362K | Sell |
895
-1
| -0.1% | -$405 | 0.2% | 102 |
|
|
2021
Q1 | $329K | Hold |
896
| – | – | 0.24% | 90 |
|
|
2020
Q4 | $314K | Buy |
896
+21
| +2% | +$7.36K | 0.25% | 81 |
|
|
2020
Q3 | $274K | Sell |
875
-6
| -0.7% | -$1.88K | 0.24% | 82 |
|
|
2020
Q2 | $262K | Buy |
881
+7
| +0.8% | +$2.08K | 0.23% | 92 |
|
|
2020
Q1 | $207K | Sell |
874
-121
| -12% | -$28.7K | 0.22% | 95 |
|
|
2019
Q4 | $293K | Buy |
+995
| New | +$293K | 0.24% | 92 |
|