Houlihan Financial Resource 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 | – | Sell |
-524
| Closed | -$274K | – | 109 |
|
|
2025
Q1 | $274K | Hold |
524
| – | – | 0.12% | 93 |
|
|
2024
Q4 | $265K | Hold |
524
| – | – | 0.11% | 95 |
|
|
2024
Q3 | $306K | Hold |
524
| – | – | 0.13% | 91 |
|
|
2024
Q2 | $267K | Hold |
524
| – | – | 0.18% | 55 |
|
|
2024
Q1 | $259K | Buy |
+524
| New | +$259K | 0.12% | 91 |
|
|
2023
Q3 | – | Sell |
-12,219
| Closed | -$5.97M | – | 160 |
|
|
2023
Q2 | $5.97M | Buy |
+12,219
| New | +$5.97M | 0.19% | 46 |
|
|
2020
Q3 | $103K | Buy |
+292
| New | +$103K | 0.06% | 128 |
|