Hazlett, Burt & Watson’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72K | Sell |
230
-429
| -65% | -$134K | 0.03% | 326 |
|
|
2025
Q1 | $344K | Sell |
659
-33
| -5% | -$17.2K | 0.15% | 133 |
|
|
2024
Q4 | $352K | Sell |
692
-3
| -0.4% | -$1.53K | 0.16% | 133 |
|
|
2024
Q3 | $408K | Sell |
695
-10
| -1% | -$5.87K | 0.19% | 124 |
|
|
2024
Q2 | $361K | Buy |
705
+1
| +0.1% | +$512 | 0.19% | 115 |
|
|
2024
Q1 | $349K | Sell |
704
-47
| -6% | -$23.3K | 0.21% | 100 |
|
|
2023
Q4 | $396K | Sell |
751
-140
| -16% | -$73.8K | 0.27% | 75 |
|
|
2023
Q3 | $450K | Buy |
891
+24
| +3% | +$12.1K | 0.34% | 60 |
|
|
2023
Q2 | $417K | Buy |
867
+168
| +24% | +$80.8K | 0.31% | 67 |
|
|
2023
Q1 | $333K | Buy |
699
+162
| +30% | +$77.2K | 0.27% | 80 |
|
|
2022
Q4 | $285K | Buy |
537
+120
| +29% | +$63.7K | 0.25% | 89 |
|
|
2022
Q3 | $211K | Sell |
417
-6
| -1% | -$3.04K | 0.2% | 107 |
|
|
2022
Q2 | $216K | Hold |
423
| – | – | 0.2% | 110 |
|
|
2022
Q1 | $216K | Buy |
+423
| New | +$216K | 0.17% | 124 |
|