GoalVest 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 | $92K | Sell |
295
-2,973
| -91% | -$927K | 0.02% | 176 |
|
|
2025
Q1 | $1.71M | Buy |
3,268
+30
| +0.9% | +$15.7K | 0.47% | 40 |
|
|
2024
Q4 | $1.64M | Sell |
3,238
-10
| -0.3% | -$5.06K | 0.45% | 36 |
|
|
2024
Q3 | $1.9M | Buy |
3,248
+124
| +4% | +$72.5K | 0.55% | 30 |
|
|
2024
Q2 | $1.59M | Buy |
3,124
+18
| +0.6% | +$9.17K | 0.51% | 29 |
|
|
2024
Q1 | $1.54M | Buy |
3,106
+223
| +8% | +$110K | 0.51% | 28 |
|
|
2023
Q4 | $1.52M | Sell |
2,883
-96
| -3% | -$50.5K | 0.67% | 14 |
|
|
2023
Q3 | $1.5M | Buy |
2,979
+164
| +6% | +$82.7K | 0.75% | 16 |
|
|
2023
Q2 | $1.35M | Buy |
2,815
+286
| +11% | +$137K | 0.7% | 14 |
|
|
2023
Q1 | $1.2M | Buy |
2,529
+134
| +6% | +$63.3K | 0.7% | 36 |
|
|
2022
Q4 | $1.27M | Buy |
2,395
+314
| +15% | +$166K | 0.82% | 25 |
|
|
2022
Q3 | $1.05M | Sell |
2,081
-1,242
| -37% | -$627K | 0.74% | 34 |
|
|
2022
Q2 | $1.68M | Buy |
3,323
+22
| +0.7% | +$11.1K | 1.06% | 22 |
|
|
2022
Q1 | $1.68M | Buy |
+3,301
| New | +$1.68M | 0.95% | 31 |
|
|
2021
Q2 | $1.3M | Buy |
3,255
+172
| +6% | +$68.9K | 0.81% | 35 |
|
|
2021
Q1 | $1.15M | Buy |
3,083
+334
| +12% | +$124K | 0.86% | 35 |
|
|
2020
Q4 | $964K | Buy |
+2,749
| New | +$964K | 0.81% | 35 |
|