Golden Road Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-393
| Closed | -$206K | – | 42 |
|
|
2025
Q1 | $206K | Buy |
+393
| New | +$206K | 0.16% | 37 |
|
|
2024
Q4 | – | Sell |
-397
| Closed | -$232K | – | 41 |
|
|
2024
Q3 | $232K | Sell |
397
-231
| -37% | -$135K | 0.18% | 36 |
|
|
2024
Q2 | $309K | Buy |
628
+92
| +17% | +$45.3K | 0.25% | 32 |
|
|
2024
Q1 | $265K | Sell |
536
-42
| -7% | -$20.8K | 0.22% | 32 |
|
|
2023
Q4 | $304K | Buy |
+578
| New | +$304K | 0.29% | 26 |
|