Herold Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $953K | Sell |
3,055
-359
| -11% | -$112K | 0.2% | 119 |
|
|
2025
Q1 | $1.79M | Buy |
3,414
+79
| +2% | +$41.4K | 0.39% | 75 |
|
|
2024
Q4 | $1.69M | Sell |
3,335
-718
| -18% | -$363K | 0.37% | 72 |
|
|
2024
Q3 | $2.37M | Sell |
4,053
-111
| -3% | -$64.9K | 0.51% | 53 |
|
|
2024
Q2 | $2.12M | Buy |
4,164
+264
| +7% | +$134K | 0.49% | 55 |
|
|
2024
Q1 | $1.93M | Sell |
3,900
-66
| -2% | -$32.7K | 0.47% | 60 |
|
|
2023
Q4 | $2.09M | Hold |
3,966
| – | – | 0.58% | 52 |
|
|
2023
Q3 | $2M | Buy |
3,966
+293
| +8% | +$148K | 0.61% | 47 |
|
|
2023
Q2 | $1.77M | Buy |
3,673
+275
| +8% | +$132K | 0.54% | 55 |
|
|
2023
Q1 | $1.61M | Buy |
3,398
+127
| +4% | +$60K | 0.56% | 53 |
|
|
2022
Q4 | $1.73M | Buy |
3,271
+1
| +0% | +$530 | 0.73% | 44 |
|
|
2022
Q3 | $1.65M | Hold |
3,270
| – | – | 0.79% | 40 |
|
|
2022
Q2 | $1.68M | Buy |
3,270
+95
| +3% | +$48.8K | 0.75% | 39 |
|
|
2022
Q1 | $1.62M | Buy |
3,175
+370
| +13% | +$189K | 0.58% | 50 |
|
|
2021
Q4 | $1.41M | Hold |
2,805
| – | – | 0.55% | 64 |
|
|
2021
Q3 | $1.1M | Buy |
+2,805
| New | +$1.1M | 0.43% | 76 |
|