Integral Investment 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 | $329K | Buy |
1,054
+185
| +21% | +$57.7K | 0.09% | 129 |
|
|
2025
Q1 | $455K | Sell |
869
-146
| -14% | -$76.4K | 0.15% | 102 |
|
|
2024
Q4 | $513K | Buy |
1,015
+34
| +3% | +$17.2K | 0.17% | 92 |
|
|
2024
Q3 | $573K | Buy |
981
+133
| +16% | +$77.7K | 0.19% | 89 |
|
|
2024
Q2 | $412K | Sell |
848
-115
| -12% | -$55.9K | 0.15% | 101 |
|
|
2024
Q1 | $475K | Buy |
963
+526
| +120% | +$259K | 0.2% | 88 |
|
|
2023
Q4 | $230K | Sell |
437
-27
| -6% | -$14.2K | 0.15% | 74 |
|
|
2023
Q3 | $234K | Buy |
+464
| New | +$234K | 0.16% | 69 |
|
|
2023
Q2 | – | Sell |
-451
| Closed | -$213K | – | 81 |
|
|
2023
Q1 | $213K | Buy |
451
+45
| +11% | +$21.3K | 0.15% | 71 |
|
|
2022
Q4 | $215K | Hold |
406
| – | – | 0.17% | 73 |
|
|
2022
Q3 | $205K | Hold |
406
| – | – | 0.17% | 78 |
|
|
2022
Q2 | $209K | Hold |
406
| – | – | 0.18% | 76 |
|
|
2022
Q1 | $207K | Hold |
406
| – | – | 0.13% | 94 |
|
|
2021
Q4 | $204K | Buy |
+406
| New | +$204K | 0.15% | 88 |
|