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