HFR Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Hold |
1,090
| – | – | 0.08% | 42 |
|
|
2025
Q1 | $571K | Sell |
1,090
-50
| -4% | -$26.2K | 0.14% | 37 |
|
|
2024
Q4 | $577K | Buy |
1,140
+110
| +11% | +$55.6K | 0.14% | 37 |
|
|
2024
Q3 | $602K | Hold |
1,030
| – | – | 0.15% | 37 |
|
|
2024
Q2 | $525K | Hold |
1,030
| – | – | 0.13% | 41 |
|
|
2024
Q1 | $510K | Hold |
1,030
| – | – | 0.13% | 44 |
|
|
2023
Q4 | $542K | Buy |
1,030
+110
| +12% | +$57.9K | 0.15% | 41 |
|
|
2023
Q3 | $464K | Hold |
920
| – | – | 0.14% | 42 |
|
|
2023
Q2 | $442K | Sell |
920
-15
| -2% | -$7.21K | 0.12% | 42 |
|
|
2023
Q1 | $442K | Sell |
935
-41
| -4% | -$19.4K | 0.13% | 43 |
|
|
2022
Q4 | $517K | Buy |
976
+16
| +2% | +$8.48K | 0.15% | 42 |
|
|
2022
Q3 | $485K | Hold |
960
| – | – | 0.16% | 39 |
|
|
2022
Q2 | $493K | Hold |
960
| – | – | 0.15% | 40 |
|
|
2022
Q1 | $490K | Hold |
960
| – | – | 0.13% | 41 |
|
|
2021
Q4 | $482K | Hold |
960
| – | – | 0.12% | 44 |
|
|
2021
Q3 | $375K | Hold |
960
| – | – | 0.11% | 46 |
|
|
2021
Q2 | $384K | Buy |
+960
| New | +$384K | 0.12% | 46 |
|