Laraway Financial 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 | $915K | Sell |
2,933
-218
| -7% | -$68K | 0.69% | 38 |
|
|
2025
Q1 | $1.65M | Sell |
3,151
-74
| -2% | -$38.8K | 1.31% | 22 |
|
|
2024
Q4 | $1.63M | Buy |
3,225
+2
| +0.1% | +$1.01K | 1.26% | 22 |
|
|
2024
Q3 | $1.88M | Buy |
3,223
+1
| +0% | +$585 | 1.5% | 17 |
|
|
2024
Q2 | $1.64M | Buy |
3,222
+2
| +0.1% | +$1.02K | 1.4% | 19 |
|
|
2024
Q1 | $1.59M | Buy |
3,220
+1
| +0% | +$495 | 1.4% | 19 |
|
|
2023
Q4 | $1.69M | Sell |
3,219
-74
| -2% | -$39K | 1.61% | 16 |
|
|
2023
Q3 | $1.66M | Sell |
3,293
-53
| -2% | -$26.7K | 1.73% | 16 |
|
|
2023
Q2 | $1.61M | Sell |
3,346
-149
| -4% | -$71.6K | 1.59% | 16 |
|
|
2023
Q1 | $1.65M | Sell |
3,495
-148
| -4% | -$69.9K | 1.67% | 16 |
|
|
2022
Q4 | $1.93M | Sell |
3,643
-167
| -4% | -$88.6K | 2.02% | 12 |
|
|
2022
Q3 | $1.91M | Sell |
3,810
-40
| -1% | -$20.1K | 2.14% | 11 |
|
|
2022
Q2 | $1.98M | Sell |
3,850
-200
| -5% | -$103K | 2.1% | 12 |
|
|
2022
Q1 | $2.06M | Sell |
4,050
-20
| -0.5% | -$10.2K | 1.88% | 15 |
|
|
2021
Q4 | $2.04M | Buy |
+4,070
| New | +$2.04M | 1.82% | 18 |
|