InceptionR’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 |
-1,981
| Closed | -$1.04M | – | 853 |
|
2025
Q1 | $1.04M | Buy |
+1,981
| New | +$1.04M | 0.31% | 98 |
|
2024
Q3 | – | Sell |
-979
| Closed | -$499K | – | 881 |
|
2024
Q2 | $499K | Buy |
979
+364
| +59% | +$185K | 0.14% | 283 |
|
2024
Q1 | $304K | Sell |
615
-69
| -10% | -$34.1K | 0.08% | 414 |
|
2023
Q4 | $360K | Buy |
+684
| New | +$360K | 0.26% | 170 |
|