Koss-Olinger Consulting’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
980
-15
| -2% | -$4.68K | 0.03% | 268 |
|
|
2025
Q1 | $521K | Buy |
+995
| New | +$521K | 0.04% | 191 |
|
|
2024
Q4 | – | Sell |
-1,044
| Closed | -$610K | – | 281 |
|
|
2024
Q3 | $610K | Buy |
+1,044
| New | +$610K | 0.05% | 130 |
|
|
2024
Q2 | – | Sell |
-10,728
| Closed | -$5.31M | – | 291 |
|
|
2024
Q1 | $5.31M | Buy |
+10,728
| New | +$5.31M | 2.87% | 19 |
|
|
2022
Q4 | – | Sell |
-442
| Closed | -$223K | – | 274 |
|
|
2022
Q3 | $223K | Sell |
442
-71
| -14% | -$35.8K | 0.04% | 197 |
|
|
2022
Q2 | $263K | Sell |
513
-224
| -30% | -$115K | 0.05% | 143 |
|
|
2022
Q1 | $376K | Sell |
737
-303
| -29% | -$155K | 0.06% | 130 |
|
|
2021
Q4 | $522K | Sell |
1,040
-152
| -13% | -$76.3K | 0.08% | 103 |
|
|
2021
Q3 | $466K | Sell |
1,192
-604
| -34% | -$236K | 0.08% | 119 |
|
|
2021
Q2 | $719K | Buy |
1,796
+118
| +7% | +$47.2K | 0.11% | 107 |
|
|
2021
Q1 | $624K | Buy |
+1,678
| New | +$624K | 0.11% | 108 |
|