Inspire Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Buy |
1,840
+198
| +12% | +$61.8K | 0.06% | 265 |
|
|
2025
Q1 | $860K | Sell |
1,642
-29
| -2% | -$15.2K | 0.1% | 140 |
|
|
2024
Q4 | $845K | Sell |
1,671
-8
| -0.5% | -$4.05K | 0.1% | 131 |
|
|
2024
Q3 | $982K | Sell |
1,679
-171
| -9% | -$100K | 0.12% | 118 |
|
|
2024
Q2 | $942K | Sell |
1,850
-4
| -0.2% | -$2.04K | 0.12% | 111 |
|
|
2024
Q1 | $917K | Sell |
1,854
-13
| -0.7% | -$6.43K | 0.13% | 108 |
|
|
2023
Q4 | $983K | Sell |
1,867
-11
| -0.6% | -$5.79K | 0.15% | 83 |
|
|
2023
Q3 | $947K | Buy |
1,878
+539
| +40% | +$272K | 0.17% | 50 |
|
|
2023
Q2 | $643K | Buy |
1,339
+154
| +13% | +$74K | 0.12% | 91 |
|
|
2023
Q1 | $560K | Buy |
1,185
+64
| +6% | +$30.3K | 0.13% | 72 |
|
|
2022
Q4 | $595K | Buy |
1,121
+20
| +2% | +$10.6K | 0.15% | 39 |
|
|
2022
Q3 | $556K | Sell |
1,101
-25
| -2% | -$12.6K | 0.15% | 20 |
|
|
2022
Q2 | $579K | Buy |
1,126
+23
| +2% | +$11.8K | 0.16% | 21 |
|
|
2022
Q1 | $562K | Sell |
1,103
-80
| -7% | -$40.8K | 0.16% | 19 |
|
|
2021
Q4 | $594K | Buy |
1,183
+6
| +0.5% | +$3.01K | 0.17% | 20 |
|
|
2021
Q3 | $460K | Buy |
1,177
+45
| +4% | +$17.6K | 0.15% | 28 |
|
|
2021
Q2 | $453K | Sell |
1,132
-1,290
| -53% | -$516K | 0.15% | 33 |
|
|
2021
Q1 | $901K | Sell |
2,422
-13
| -0.5% | -$4.84K | 0.33% | 15 |
|
|
2020
Q4 | $854K | Buy |
+2,435
| New | +$854K | 0.32% | 16 |
|