Harvest Portfolios Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.1M | Buy |
192,737
+42,043
| +28% | +$13.1M | 1.4% | 15 |
|
|
2025
Q1 | $78.9M | Buy |
150,694
+14,061
| +10% | +$7.36M | 2.33% | 5 |
|
|
2024
Q4 | $69.1M | Buy |
136,633
+9,843
| +8% | +$4.98M | 2.31% | 6 |
|
|
2024
Q3 | $74.1M | Sell |
126,790
-12,862
| -9% | -$7.52M | 2.46% | 5 |
|
|
2024
Q2 | $71.1M | Buy |
139,652
+552
| +0.4% | +$281K | 2.72% | 2 |
|
|
2024
Q1 | $68.8M | Buy |
139,100
+12,378
| +10% | +$6.12M | 2.69% | 3 |
|
|
2023
Q4 | $66.7M | Sell |
126,722
-15,865
| -11% | -$8.35M | 2.83% | 3 |
|
|
2023
Q3 | $71.9M | Sell |
142,587
-7,639
| -5% | -$3.85M | 3.39% | 1 |
|
|
2023
Q2 | $72.2M | Buy |
150,226
+14,920
| +11% | +$7.17M | 3.31% | 1 |
|
|
2023
Q1 | $63.9M | Buy |
135,306
+27,031
| +25% | +$12.8M | 3.14% | 2 |
|
|
2022
Q4 | $57.4M | Buy |
+108,275
| New | +$57.4M | 3.3% | 2 |
|