Golden State Equity Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Sell |
2,076
-1,215
| -37% | -$379K | 0.12% | 209 |
|
|
2025
Q1 | $1.72M | Sell |
3,291
-68
| -2% | -$35.6K | 0.34% | 70 |
|
|
2024
Q4 | $1.7M | Buy |
3,359
+2,694
| +405% | +$1.36M | 0.32% | 67 |
|
|
2024
Q3 | $389K | Sell |
665
-2,407
| -78% | -$1.41M | 0.2% | 122 |
|
|
2024
Q2 | $1.56M | Buy |
+3,072
| New | +$1.56M | 0.33% | 72 |
|
|
2023
Q4 | $1.58M | Sell |
3,006
-224
| -7% | -$118K | 0.38% | 64 |
|
|
2023
Q3 | $1.63M | Sell |
3,230
-30
| -0.9% | -$15.1K | 0.45% | 57 |
|
|
2023
Q2 | $1.57M | Buy |
3,260
+1,492
| +84% | +$717K | 0.44% | 51 |
|
|
2023
Q1 | $836K | Buy |
+1,768
| New | +$836K | 0.45% | 66 |
|
|
2022
Q1 | $547K | Sell |
1,072
-31
| -3% | -$15.8K | 0.28% | 103 |
|
|
2021
Q4 | $554K | Sell |
1,103
-37
| -3% | -$18.6K | 0.28% | 85 |
|
|
2021
Q3 | $445K | Sell |
1,140
-42
| -4% | -$16.4K | 0.18% | 126 |
|
|
2021
Q2 | $473K | Buy |
1,182
+142
| +14% | +$56.8K | 0.18% | 129 |
|
|
2021
Q1 | $387K | Buy |
1,040
+47
| +5% | +$17.5K | 0.22% | 102 |
|
|
2020
Q4 | $348K | Buy |
+993
| New | +$348K | 0.24% | 115 |
|