Investmark Advisory 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 |
-545
| Closed | -$286K | – | 130 |
|
|
2025
Q1 | $286K | Buy |
545
+1
| +0.2% | +$524 | 0.14% | 97 |
|
|
2024
Q4 | $275K | Sell |
544
-187
| -26% | -$94.6K | 0.14% | 99 |
|
|
2024
Q3 | $427K | Buy |
731
+14
| +2% | +$8.19K | 0.21% | 79 |
|
|
2024
Q2 | $365K | Sell |
717
-63
| -8% | -$32.1K | 0.19% | 80 |
|
|
2024
Q1 | $386K | Buy |
780
+1
| +0.1% | +$495 | 0.21% | 79 |
|
|
2023
Q4 | $410K | Buy |
779
+1
| +0.1% | +$526 | 0.24% | 76 |
|
|
2023
Q3 | $392K | Buy |
778
+2
| +0.3% | +$1.01K | 0.27% | 70 |
|
|
2023
Q2 | $373K | Buy |
776
+20
| +3% | +$9.62K | 0.25% | 72 |
|
|
2023
Q1 | $357K | Sell |
756
-20
| -3% | -$9.45K | 0.26% | 67 |
|
|
2022
Q4 | $411K | Buy |
776
+46
| +6% | +$24.4K | 0.3% | 64 |
|
|
2022
Q3 | $368K | Buy |
730
+189
| +35% | +$95.3K | 0.33% | 55 |
|
|
2022
Q2 | $277K | Sell |
541
-36
| -6% | -$18.4K | 0.27% | 60 |
|
|
2022
Q1 | $294K | Sell |
577
-31
| -5% | -$15.8K | 0.3% | 62 |
|
|
2021
Q4 | $305K | Buy |
+608
| New | +$305K | 0.29% | 61 |
|