Hibernia Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $207K | Buy |
+663
| New | +$207K | 0.07% | 97 |
|
2024
Q4 | – | Sell |
-1,373
| Closed | -$803K | – | 112 |
|
2024
Q3 | $803K | Buy |
1,373
+607
| +79% | +$355K | 0.24% | 37 |
|
2024
Q2 | $390K | Buy |
766
+198
| +35% | +$101K | 0.14% | 50 |
|
2024
Q1 | $281K | Sell |
568
-9
| -2% | -$4.46K | 0.19% | 61 |
|
2023
Q4 | $304K | Buy |
577
+529
| +1,102% | +$278K | 0.23% | 47 |
|
2023
Q3 | $24.2K | Buy |
+48
| New | +$24.2K | 0.02% | 118 |
|