Hoxton Planning & Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
984
-234
| -19% | -$73K | 0.11% | 151 |
|
|
2025
Q1 | $638K | Sell |
1,218
-190
| -13% | -$99.5K | 0.24% | 82 |
|
|
2024
Q4 | $712K | Sell |
1,408
-104
| -7% | -$52.6K | 0.27% | 73 |
|
|
2024
Q3 | $884K | Buy |
1,512
+356
| +31% | +$208K | 0.34% | 51 |
|
|
2024
Q2 | $589K | Sell |
1,156
-78
| -6% | -$39.7K | 0.27% | 69 |
|
|
2024
Q1 | $610K | Sell |
1,234
-81
| -6% | -$40.1K | 0.29% | 64 |
|
|
2023
Q4 | $692K | Buy |
1,315
+75
| +6% | +$39.5K | 0.37% | 48 |
|
|
2023
Q3 | $625K | Buy |
1,240
+6
| +0.5% | +$3.02K | 0.41% | 50 |
|
|
2023
Q2 | $593K | Buy |
1,234
+3
| +0.2% | +$1.44K | 0.37% | 54 |
|
|
2023
Q1 | $582K | Sell |
1,231
-225
| -15% | -$106K | 0.32% | 63 |
|
|
2022
Q4 | $772K | Buy |
+1,456
| New | +$772K | 0.41% | 45 |
|