Insigneo Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
8,037
+2,124
| +36% | +$663K | 0.22% | 89 |
|
|
2025
Q1 | $3.1M | Sell |
5,913
-504
| -8% | -$264K | 0.32% | 57 |
|
|
2024
Q4 | $3.25M | Sell |
6,417
-3,360
| -34% | -$1.7M | 0.34% | 47 |
|
|
2024
Q3 | $5.72M | Sell |
9,777
-1,113
| -10% | -$651K | 0.58% | 21 |
|
|
2024
Q2 | $6.21M | Buy |
10,890
+897
| +9% | +$511K | 0.7% | 21 |
|
|
2024
Q1 | $4.94M | Buy |
9,993
+1,588
| +19% | +$786K | 0.59% | 24 |
|
|
2023
Q4 | $4.42M | Buy |
8,405
+3,169
| +61% | +$1.67M | 0.62% | 24 |
|
|
2023
Q3 | $2.64M | Buy |
5,236
+275
| +6% | +$139K | 0.54% | 35 |
|
|
2023
Q2 | $2.38M | Buy |
4,961
+2,052
| +71% | +$986K | 0.46% | 42 |
|
|
2023
Q1 | $1.37M | Buy |
2,909
+135
| +5% | +$63.8K | 0.44% | 46 |
|
|
2022
Q4 | $1.47M | Buy |
+2,774
| New | +$1.47M | 0.56% | 40 |
|