Journey 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 |
-824
| Closed | -$431K | – | 291 |
|
|
2025
Q1 | $431K | Sell |
824
-8,310
| -91% | -$4.35M | 0.04% | 203 |
|
|
2024
Q4 | $4.65M | Hold |
9,134
| – | – | 0.56% | 54 |
|
|
2024
Q3 | $4.65M | Hold |
9,134
| – | – | 0.56% | 54 |
|
|
2024
Q2 | $4.65M | Sell |
9,134
-60
| -0.7% | -$30.6K | 0.56% | 54 |
|
|
2024
Q1 | $4.55M | Buy |
9,194
+212
| +2% | +$105K | 0.56% | 50 |
|
|
2023
Q4 | $4.73M | Buy |
8,982
+28
| +0.3% | +$14.7K | 0.64% | 43 |
|
|
2023
Q3 | $4.51M | Buy |
8,954
+269
| +3% | +$136K | 0.67% | 44 |
|
|
2023
Q2 | $4.17M | Buy |
8,685
+561
| +7% | +$270K | 0.62% | 50 |
|
|
2023
Q1 | $3.84M | Buy |
8,124
+1,647
| +25% | +$778K | 0.6% | 48 |
|
|
2022
Q4 | $3.43M | Buy |
6,477
+206
| +3% | +$109K | 0.85% | 32 |
|
|
2022
Q3 | $3.17M | Buy |
6,271
+1,140
| +22% | +$576K | 0.81% | 28 |
|
|
2022
Q2 | $2.75M | Buy |
5,131
+912
| +22% | +$488K | 0.63% | 41 |
|
|
2022
Q1 | $2.15M | Buy |
4,219
+533
| +14% | +$272K | 0.54% | 49 |
|
|
2021
Q4 | $1.85M | Buy |
3,686
+381
| +12% | +$191K | 0.51% | 50 |
|
|
2021
Q3 | $1.29M | Buy |
3,305
+1,000
| +43% | +$391K | 0.42% | 59 |
|
|
2021
Q2 | $923K | Buy |
2,305
+383
| +20% | +$153K | 0.29% | 75 |
|
|
2021
Q1 | $715K | Buy |
1,922
+292
| +18% | +$109K | 0.25% | 90 |
|
|
2020
Q4 | $572K | Buy |
+1,630
| New | +$572K | 0.21% | 93 |
|