Indie Asset Partners’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 |
-633
| Closed | -$331K | – | 103 |
|
|
2025
Q1 | $331K | Sell |
633
-44
| -6% | -$23K | 0.29% | 57 |
|
|
2024
Q4 | $343K | Buy |
677
+1
| +0.1% | +$506 | 0.27% | 61 |
|
|
2024
Q3 | $395K | Buy |
676
+1
| +0.1% | +$585 | 0.3% | 59 |
|
|
2024
Q2 | $344K | Buy |
675
+101
| +18% | +$51.5K | 0.27% | 61 |
|
|
2024
Q1 | $284K | Buy |
574
+16
| +3% | +$7.91K | 0.25% | 64 |
|
|
2023
Q4 | $294K | Sell |
558
-10
| -2% | -$5.26K | 0.26% | 58 |
|
|
2023
Q3 | $286K | Buy |
568
+1
| +0.2% | +$504 | 0.29% | 51 |
|
|
2023
Q2 | $273K | Buy |
567
+10
| +2% | +$4.81K | 0.3% | 52 |
|
|
2023
Q1 | $263K | Hold |
557
| – | – | 0.31% | 57 |
|
|
2022
Q4 | $295K | Hold |
557
| – | – | 0.32% | 59 |
|
|
2022
Q3 | $281K | Hold |
557
| – | – | 0.29% | 63 |
|
|
2022
Q2 | $286K | Sell |
557
-175
| -24% | -$89.9K | 0.25% | 68 |
|
|
2022
Q1 | $373K | Sell |
732
-20
| -3% | -$10.2K | 0.28% | 66 |
|
|
2021
Q4 | $378K | Buy |
752
+107
| +17% | +$53.8K | 0.27% | 74 |
|
|
2021
Q3 | $252K | Hold |
645
| – | – | 0.2% | 103 |
|
|
2021
Q2 | $258K | Sell |
645
-20
| -3% | -$8K | 0.21% | 100 |
|
|
2021
Q1 | $247K | Hold |
665
| – | – | 0.28% | 98 |
|
|
2020
Q4 | $233K | Buy |
665
+6
| +0.9% | +$2.1K | 0.27% | 91 |
|
|
2020
Q3 | $205K | Hold |
659
| – | – | 0.26% | 87 |
|
|
2020
Q2 | $210K | Buy |
+659
| New | +$210K | 0.26% | 86 |
|