Harvest Investment Services’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 |
-423
| Closed | -$222K | – | 352 |
|
|
2025
Q1 | $222K | Sell |
423
-99
| -19% | -$51.9K | 0.06% | 242 |
|
|
2024
Q4 | $264K | Buy |
522
+93
| +22% | +$47K | 0.06% | 226 |
|
|
2024
Q3 | $251K | Buy |
+429
| New | +$251K | 0.08% | 193 |
|
|
2023
Q1 | – | Sell |
-412
| Closed | -$218K | – | 156 |
|
|
2022
Q4 | $218K | Sell |
412
-15
| -4% | -$7.95K | 0.23% | 104 |
|
|
2022
Q3 | $215K | Buy |
427
+17
| +4% | +$8.56K | 0.26% | 101 |
|
|
2022
Q2 | $210K | Sell |
410
-10
| -2% | -$5.12K | 0.16% | 138 |
|
|
2022
Q1 | $214K | Sell |
420
-43
| -9% | -$21.9K | 0.13% | 166 |
|
|
2021
Q4 | $232K | Sell |
463
-106
| -19% | -$53.1K | 0.1% | 230 |
|
|
2021
Q3 | $222K | Buy |
569
+10
| +2% | +$3.9K | 0.09% | 253 |
|
|
2021
Q2 | $223K | Sell |
559
-13
| -2% | -$5.19K | 0.09% | 254 |
|
|
2021
Q1 | $213K | Buy |
+572
| New | +$213K | 0.1% | 236 |
|
|
2020
Q4 | – | Sell |
-1,262
| Closed | -$393K | – | 244 |
|
|
2020
Q3 | $393K | Sell |
1,262
-86
| -6% | -$26.8K | 0.23% | 106 |
|
|
2020
Q2 | $397K | Buy |
+1,348
| New | +$397K | 0.24% | 108 |
|
|
2019
Q2 | – | Sell |
-1,094
| Closed | -$268K | – | 176 |
|
|
2019
Q1 | $268K | Buy |
1,094
+37
| +4% | +$9.06K | 0.16% | 122 |
|
|
2018
Q4 | $282K | Buy |
+1,057
| New | +$282K | 0.26% | 82 |
|