H&H Retirement Design & Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
774
+74
| +11% | +$20.9K | 0.12% | 79 |
|
|
2025
Q1 | $298K | Buy |
700
+2
| +0.3% | +$851 | 0.2% | 64 |
|
|
2024
Q4 | $326K | Sell |
698
-142
| -17% | -$66.2K | 0.2% | 64 |
|
|
2024
Q3 | $467K | Sell |
840
-8
| -0.9% | -$4.45K | 0.28% | 58 |
|
|
2024
Q2 | $474K | Sell |
848
-39
| -4% | -$21.8K | 0.29% | 57 |
|
|
2024
Q1 | $436K | Buy |
+887
| New | +$436K | 0.29% | 55 |
|