IMZ Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Buy |
1,116
+536
| +92% | +$152K | 0.13% | 31 |
|
|
2025
Q1 | $304K | Sell |
580
-82
| -12% | -$43K | 0.14% | 34 |
|
|
2024
Q4 | $335K | Buy |
662
+3
| +0.5% | +$1.52K | 0.15% | 29 |
|
|
2024
Q3 | $390K | Buy |
659
+57
| +9% | +$33.7K | 0.18% | 25 |
|
|
2024
Q2 | $307K | Sell |
602
-15
| -2% | -$7.64K | 0.15% | 27 |
|
|
2024
Q1 | $305K | Sell |
617
-15
| -2% | -$7.42K | 0.16% | 25 |
|
|
2023
Q4 | $329K | Buy |
+632
| New | +$329K | 0.18% | 25 |
|