GLOBALT Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
5,202
-13,455
| -72% | -$4.2M | 0.06% | 123 |
|
|
2025
Q1 | $9.77M | Sell |
18,657
-136
| -0.7% | -$71.2K | 0.4% | 30 |
|
|
2024
Q4 | $9.51M | Buy |
18,793
+5,890
| +46% | +$2.98M | 0.36% | 31 |
|
|
2024
Q3 | $7.54M | Buy |
12,903
+6,819
| +112% | +$3.99M | 0.28% | 42 |
|
|
2024
Q2 | $3.1M | Sell |
6,084
-226
| -4% | -$115K | 0.12% | 95 |
|
|
2024
Q1 | $3.12M | Sell |
6,310
-2,440
| -28% | -$1.21M | 0.12% | 93 |
|
|
2023
Q4 | $4.61M | Buy |
+8,750
| New | +$4.61M | 0.19% | 74 |
|