HF Advisory 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 | $528K | Buy |
1,692
+282
| +20% | +$88K | 0.21% | 123 |
|
|
2025
Q1 | $738K | Buy |
1,410
+147
| +12% | +$76.9K | 0.32% | 106 |
|
|
2024
Q4 | $639K | Buy |
1,263
+64
| +5% | +$32.4K | 0.29% | 110 |
|
|
2024
Q3 | $701K | Sell |
1,199
-59
| -5% | -$34.5K | 0.33% | 108 |
|
|
2024
Q2 | $640K | Sell |
1,258
-282
| -18% | -$144K | 0.33% | 105 |
|
|
2024
Q1 | $762K | Buy |
1,540
+251
| +19% | +$124K | 0.43% | 84 |
|
|
2023
Q4 | $678K | Buy |
1,289
+448
| +53% | +$236K | 0.43% | 85 |
|
|
2023
Q3 | $433K | Buy |
841
+106
| +14% | +$54.6K | 0.32% | 103 |
|
|
2023
Q2 | $353K | Sell |
735
-55
| -7% | -$26.4K | 0.28% | 107 |
|
|
2023
Q1 | $373K | Buy |
790
+131
| +20% | +$61.9K | 0.33% | 96 |
|
|
2022
Q4 | $349K | Buy |
+659
| New | +$349K | 0.35% | 92 |
|