IFS Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5K | Hold |
33
| – | – | 0.01% | 85 |
|
|
2025
Q1 | $17.6K | Hold |
33
| – | – | 0.01% | 73 |
|
|
2024
Q4 | $17K | Hold |
33
| – | – | 0.01% | 65 |
|
|
2024
Q3 | $19.7K | Hold |
33
| – | – | 0.02% | 44 |
|
|
2024
Q2 | $17.1K | Hold |
33
| – | – | 0.01% | 43 |
|
|
2024
Q1 | $16.7K | Hold |
33
| – | – | 0.01% | 43 |
|
|
2023
Q4 | $17.7K | Hold |
33
| – | – | 0.02% | 40 |
|
|
2023
Q3 | $17K | Hold |
33
| – | – | 0.03% | 41 |
|
|
2023
Q2 | $16.2K | Hold |
33
| – | – | 0.04% | 39 |
|
|
2023
Q1 | $15.9K | Hold |
33
| – | – | 0.07% | 39 |
|
|
2022
Q4 | $17.8K | Hold |
33
| – | – | 0.03% | 38 |
|
|
2022
Q3 | $17K | Hold |
33
| – | – | 0.03% | 35 |
|
|
2022
Q2 | $17K | Hold |
33
| – | – | 0.05% | 34 |
|
|
2022
Q1 | $17K | Hold |
33
| – | – | 0.02% | 42 |
|
|
2021
Q4 | $16K | Buy |
+33
| New | +$16K | 0.01% | 58 |
|
|
2021
Q1 | – | Sell |
-33
| Closed | -$11K | – | 139 |
|
|
2020
Q4 | $11K | Buy |
+33
| New | +$11K | 0.01% | 102 |
|