Heritage Financial 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 | $334K | Sell |
1,070
-1
| -0.1% | -$312 | 0.03% | 88 |
|
|
2025
Q1 | $561K | Sell |
1,071
-137
| -11% | -$71.8K | 0.06% | 60 |
|
|
2024
Q4 | $611K | Buy |
1,208
+53
| +5% | +$26.8K | 0.08% | 56 |
|
|
2024
Q3 | $675K | Sell |
1,155
-83
| -7% | -$48.5K | 0.09% | 48 |
|
|
2024
Q2 | $630K | Sell |
1,238
-94
| -7% | -$47.9K | 0.09% | 49 |
|
|
2024
Q1 | $659K | Buy |
1,332
+6
| +0.5% | +$2.97K | 0.1% | 50 |
|
|
2023
Q4 | $698K | Hold |
1,326
| – | – | 0.12% | 49 |
|
|
2023
Q3 | $669K | Hold |
1,326
| – | – | 0.13% | 37 |
|
|
2023
Q2 | $637K | Hold |
1,326
| – | – | 0.13% | 39 |
|
|
2023
Q1 | $627K | Buy |
1,326
+47
| +4% | +$22.2K | 0.14% | 37 |
|
|
2022
Q4 | $678K | Buy |
1,279
+143
| +13% | +$75.8K | 0.17% | 35 |
|
|
2022
Q3 | $573K | Sell |
1,136
-1
| -0.1% | -$504 | 0.35% | 33 |
|
|
2022
Q2 | $583K | Buy |
1,137
+32
| +3% | +$16.4K | 0.32% | 30 |
|
|
2022
Q1 | $563K | Sell |
1,105
-30
| -3% | -$15.3K | 0.37% | 37 |
|
|
2021
Q4 | $569K | Buy |
+1,135
| New | +$569K | 0.45% | 35 |
|