Independent Family Office’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
690
+100
| +17% | +$31.2K | 0.1% | 74 |
|
|
2025
Q1 | $309K | Sell |
590
-65
| -10% | -$34K | 0.16% | 57 |
|
|
2024
Q4 | $331K | Hold |
655
| – | – | 0.17% | 55 |
|
|
2024
Q3 | $385K | Buy |
655
+155
| +31% | +$91K | 0.19% | 52 |
|
|
2024
Q2 | $250K | Sell |
500
-266
| -35% | -$133K | 0.14% | 63 |
|
|
2024
Q1 | $379K | Buy |
766
+130
| +20% | +$64.3K | 0.2% | 57 |
|
|
2023
Q4 | $335K | Hold |
636
| – | – | 0.19% | 53 |
|
|
2023
Q3 | $321K | Buy |
+636
| New | +$321K | 0.2% | 52 |
|
|
2022
Q3 | – | Sell |
-443
| Closed | -$228 | – | 71 |
|
|
2022
Q2 | $228 | Buy |
+443
| New | +$228 | 0.11% | 62 |
|