Leeward Financial Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Buy |
11,496
+10,550
| +1,115% | +$3.29M | 1.14% | 30 |
|
|
2025
Q1 | $496K | Sell |
946
-1,198
| -56% | -$628K | 0.19% | 60 |
|
|
2024
Q4 | $1.08M | Sell |
2,144
-342
| -14% | -$173K | 0.39% | 52 |
|
|
2024
Q3 | $1.45M | Buy |
2,486
+59
| +2% | +$34.5K | 0.55% | 45 |
|
|
2024
Q2 | $1.24M | Sell |
2,427
-6,901
| -74% | -$3.51M | 0.5% | 49 |
|
|
2024
Q1 | $4.61M | Buy |
9,328
+2,878
| +45% | +$1.42M | 1.95% | 17 |
|
|
2023
Q4 | $3.4M | Buy |
6,450
+335
| +5% | +$176K | 1.64% | 21 |
|
|
2023
Q3 | $3.08M | Buy |
6,115
+575
| +10% | +$290K | 1.71% | 18 |
|
|
2023
Q2 | $2.66M | Buy |
5,540
+140
| +3% | +$67.3K | 1.53% | 18 |
|
|
2023
Q1 | $2.55M | Buy |
5,400
+195
| +4% | +$92.2K | 1.56% | 24 |
|
|
2022
Q4 | $2.76M | Sell |
5,205
-113
| -2% | -$59.9K | 1.91% | 19 |
|
|
2022
Q3 | $2.69M | Buy |
5,318
+7
| +0.1% | +$3.54K | 1.93% | 20 |
|
|
2022
Q2 | $2.73M | Sell |
5,311
-179
| -3% | -$91.9K | 1.87% | 20 |
|
|
2022
Q1 | $2.8M | Sell |
5,490
-206
| -4% | -$105K | 1.73% | 21 |
|
|
2021
Q4 | $2.86M | Buy |
+5,696
| New | +$2.86M | 1.79% | 20 |
|