Latitude 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 | $400K | Buy |
1,281
+30
| +2% | +$9.36K | 0.2% | 112 |
|
|
2025
Q1 | $655K | Sell |
1,251
-285
| -19% | -$149K | 0.38% | 63 |
|
|
2024
Q4 | $777K | Sell |
1,536
-142
| -8% | -$71.8K | 0.44% | 54 |
|
|
2024
Q3 | $981K | Buy |
1,678
+137
| +9% | +$80.1K | 0.56% | 46 |
|
|
2024
Q2 | $785K | Buy |
1,541
+63
| +4% | +$32.1K | 0.48% | 47 |
|
|
2024
Q1 | $731K | Buy |
1,478
+283
| +24% | +$140K | 0.46% | 44 |
|
|
2023
Q4 | $629K | Buy |
1,195
+2
| +0.2% | +$1.05K | 0.44% | 53 |
|
|
2023
Q3 | $602K | Buy |
1,193
+109
| +10% | +$55K | 0.43% | 49 |
|
|
2023
Q2 | $521K | Buy |
1,084
+13
| +1% | +$6.25K | 0.36% | 64 |
|
|
2023
Q1 | $506K | Buy |
1,071
+125
| +13% | +$59.1K | 0.37% | 68 |
|
|
2022
Q4 | $502K | Sell |
946
-120
| -11% | -$63.7K | 0.38% | 55 |
|
|
2022
Q3 | $539K | Sell |
1,066
-175
| -14% | -$88.5K | 0.45% | 41 |
|
|
2022
Q2 | $637K | Sell |
1,241
-2,486
| -67% | -$1.28M | 0.59% | 35 |
|
|
2022
Q1 | $1.9M | Buy |
3,727
+1,100
| +42% | +$561K | 0.43% | 42 |
|
|
2021
Q4 | $1.32M | Sell |
2,627
-27
| -1% | -$13.6K | 0.37% | 45 |
|
|
2021
Q3 | $1.04M | Buy |
2,654
+1,264
| +91% | +$494K | 0.33% | 58 |
|
|
2021
Q2 | $557K | Sell |
1,390
-60
| -4% | -$24K | 0.41% | 47 |
|
|
2021
Q1 | $540K | Sell |
1,450
-204
| -12% | -$76K | 0.44% | 47 |
|
|
2020
Q4 | $580K | Buy |
+1,654
| New | +$580K | 0.51% | 49 |
|