Holistic Financial 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 | $420K | Buy |
1,345
+277
| +26% | +$86.4K | 0.18% | 64 |
|
|
2025
Q1 | $559K | Buy |
1,068
+33
| +3% | +$17.3K | 0.27% | 50 |
|
|
2024
Q4 | $524K | Buy |
1,035
+149
| +17% | +$75.4K | 0.26% | 50 |
|
|
2024
Q3 | $518K | Sell |
886
-138
| -13% | -$80.7K | 0.25% | 49 |
|
|
2024
Q2 | $521K | Sell |
1,024
-226
| -18% | -$115K | 0.26% | 45 |
|
|
2024
Q1 | $618K | Sell |
1,250
-33
| -3% | -$16.3K | 0.31% | 42 |
|
|
2023
Q4 | $675K | Buy |
1,283
+75
| +6% | +$39.5K | 0.41% | 37 |
|
|
2023
Q3 | $609K | Sell |
1,208
-29
| -2% | -$14.6K | 0.4% | 35 |
|
|
2023
Q2 | $595K | Sell |
1,237
-73
| -6% | -$35.1K | 0.41% | 36 |
|
|
2023
Q1 | $619K | Buy |
1,310
+132
| +11% | +$62.4K | 0.48% | 32 |
|
|
2022
Q4 | $625K | Buy |
1,178
+142
| +14% | +$75.3K | 0.56% | 27 |
|
|
2022
Q3 | $523K | Buy |
1,036
+22
| +2% | +$11.1K | 0.52% | 27 |
|
|
2022
Q2 | $521K | Sell |
1,014
-57
| -5% | -$29.3K | 0.49% | 30 |
|
|
2022
Q1 | $546K | Buy |
1,071
+80
| +8% | +$40.8K | 0.35% | 37 |
|
|
2021
Q4 | $498K | Sell |
991
-14
| -1% | -$7.04K | 0.29% | 47 |
|
|
2021
Q3 | $393K | Sell |
1,005
-6
| -0.6% | -$2.35K | 0.24% | 58 |
|
|
2021
Q2 | $405K | Buy |
1,011
+22
| +2% | +$8.81K | 0.24% | 60 |
|
|
2021
Q1 | $368K | Sell |
989
-98
| -9% | -$36.5K | 0.24% | 59 |
|
|
2020
Q4 | $381K | Buy |
1,087
+4
| +0.4% | +$1.4K | 0.26% | 52 |
|
|
2020
Q3 | $336K | Buy |
1,083
+228
| +27% | +$70.7K | 0.27% | 49 |
|
|
2020
Q2 | $252K | Buy |
+855
| New | +$252K | 0.22% | 61 |
|
|
2020
Q1 | – | Sell |
-791
| Closed | -$233K | – | 109 |
|
|
2019
Q4 | $233K | Buy |
+791
| New | +$233K | 0.14% | 92 |
|
|
2018
Q2 | – | Sell |
-86
| Closed | -$18K | – | 350 |
|
|
2018
Q1 | $18K | Sell |
86
-26
| -23% | -$5.44K | 0.02% | 281 |
|
|
2017
Q4 | $25K | Buy |
+112
| New | +$25K | 0.02% | 261 |
|