Intrepid Financial Planning Group’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 |
-974
| Closed | -$510K | – | 126 |
|
|
2025
Q1 | $510K | Sell |
974
-19
| -2% | -$9.95K | 0.24% | 66 |
|
|
2024
Q4 | $502K | Sell |
993
-200
| -17% | -$101K | 0.21% | 70 |
|
|
2024
Q3 | $698K | Hold |
1,193
| – | – | 0.3% | 56 |
|
|
2024
Q2 | $608K | Sell |
1,193
-60
| -5% | -$30.6K | 0.26% | 58 |
|
|
2024
Q1 | $620K | Buy |
1,253
+5
| +0.4% | +$2.47K | 0.27% | 60 |
|
|
2023
Q4 | $657K | Hold |
1,248
| – | – | 0.31% | 53 |
|
|
2023
Q3 | $629K | Hold |
1,248
| – | – | 0.33% | 53 |
|
|
2023
Q2 | $600K | Buy |
1,248
+48
| +4% | +$23.1K | 0.29% | 58 |
|
|
2023
Q1 | $567K | Hold |
1,200
| – | – | 0.29% | 57 |
|
|
2022
Q4 | $636K | Buy |
1,200
+110
| +10% | +$58.3K | 0.35% | 52 |
|
|
2022
Q3 | $550K | Buy |
1,090
+15
| +1% | +$7.57K | 0.31% | 52 |
|
|
2022
Q2 | $552K | Buy |
+1,075
| New | +$552K | 0.3% | 51 |
|