HeadInvest LLC’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 |
-427
| Closed | -$224K | – | 233 |
|
|
2025
Q1 | $224K | Hold |
427
| – | – | 0.04% | 218 |
|
|
2024
Q4 | $216K | Sell |
427
-40
| -9% | -$20.2K | 0.04% | 220 |
|
|
2024
Q3 | $273K | Sell |
467
-5
| -1% | -$2.92K | 0.05% | 200 |
|
|
2024
Q2 | $240K | Buy |
472
+54
| +13% | +$27.5K | 0.05% | 204 |
|
|
2024
Q1 | $207K | Sell |
418
-20
| -5% | -$9.89K | 0.04% | 230 |
|
|
2023
Q4 | $231K | Sell |
438
-26
| -6% | -$13.7K | 0.05% | 209 |
|
|
2023
Q3 | $239K | Sell |
464
-59
| -11% | -$30.4K | 0.05% | 196 |
|
|
2023
Q2 | $266K | Sell |
523
-262
| -33% | -$133K | 0.06% | 193 |
|
|
2023
Q1 | $371K | Sell |
785
-14
| -2% | -$6.62K | 0.08% | 161 |
|
|
2022
Q4 | $424K | Buy |
799
+16
| +2% | +$8.48K | 0.09% | 149 |
|
|
2022
Q3 | $395K | Buy |
783
+49
| +7% | +$24.7K | 0.09% | 150 |
|
|
2022
Q2 | $377K | Buy |
734
+66
| +10% | +$33.9K | 0.08% | 154 |
|
|
2022
Q1 | $341K | Buy |
668
+251
| +60% | +$128K | 0.07% | 175 |
|
|
2021
Q4 | $209K | Buy |
+417
| New | +$209K | 0.04% | 229 |
|