Howard 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 | – | Sell |
-498
| Closed | -$261K | – | 200 |
|
|
2025
Q1 | $261K | Buy |
498
+90
| +22% | +$47.2K | 0.04% | 152 |
|
|
2024
Q4 | $206K | Buy |
408
+33
| +9% | +$16.7K | 0.03% | 179 |
|
|
2024
Q3 | $219K | Buy |
+375
| New | +$219K | 0.03% | 150 |
|
|
2023
Q1 | – | Sell |
-440
| Closed | -$233K | – | 149 |
|
|
2022
Q4 | $233K | Buy |
+440
| New | +$233K | 0.06% | 117 |
|