Horizon Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Buy |
514
+4
| +0.8% | +$1.25K | 0.09% | 57 |
|
|
2025
Q1 | $267K | Buy |
510
+1
| +0.2% | +$524 | 0.15% | 50 |
|
|
2024
Q4 | $257K | Hold |
509
| – | – | 0.14% | 52 |
|
|
2024
Q3 | $298K | Sell |
509
-333
| -40% | -$195K | 0.18% | 47 |
|
|
2024
Q2 | $429K | Hold |
842
| – | – | 0.27% | 40 |
|
|
2024
Q1 | $416K | Sell |
842
-22
| -3% | -$10.9K | 0.27% | 41 |
|
|
2023
Q4 | $455K | Buy |
864
+1
| +0.1% | +$526 | 0.32% | 41 |
|
|
2023
Q3 | $435K | Hold |
863
| – | – | 0.35% | 37 |
|
|
2023
Q2 | $415K | Buy |
863
+304
| +54% | +$146K | 0.34% | 36 |
|
|
2023
Q1 | $264K | Buy |
559
+1
| +0.2% | +$472 | 0.23% | 44 |
|
|
2022
Q4 | $296K | Hold |
558
| – | – | 0.26% | 44 |
|
|
2022
Q3 | $282K | Sell |
558
-101
| -15% | -$51K | 0.25% | 49 |
|
|
2022
Q2 | $338K | Buy |
+659
| New | +$338K | 0.26% | 42 |
|
|
2021
Q4 | – | Sell |
-580
| Closed | -$227K | – | 157 |
|
|
2021
Q3 | $227K | Buy |
580
+530
| +1,060% | +$207K | 0.15% | 58 |
|
|
2021
Q2 | $20K | Sell |
50
-530
| -91% | -$212K | 0.01% | 91 |
|
|
2021
Q1 | $216K | Hold |
580
| – | – | 0.19% | 22 |
|
|
2020
Q4 | $203K | Hold |
580
| – | – | 0.18% | 21 |
|
|
2020
Q3 | $181K | Buy |
+580
| New | +$181K | 0.18% | 20 |
|