LifeSteps Financial’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 |
-526
| Closed | -$275K | – | 87 |
|
|
2025
Q1 | $275K | Hold |
526
| – | – | 0.22% | 70 |
|
|
2024
Q4 | $266K | Hold |
526
| – | – | 0.2% | 73 |
|
|
2024
Q3 | $308K | Hold |
526
| – | – | 0.24% | 64 |
|
|
2024
Q2 | $268K | Hold |
526
| – | – | 0.22% | 67 |
|
|
2024
Q1 | $260K | Hold |
526
| – | – | 0.2% | 69 |
|
|
2023
Q4 | $277K | Hold |
526
| – | – | 0.25% | 67 |
|
|
2023
Q3 | $265K | Hold |
526
| – | – | 0.27% | 59 |
|
|
2023
Q2 | $253K | Hold |
526
| – | – | 0.25% | 61 |
|
|
2023
Q1 | $249K | Buy |
526
+67
| +15% | +$31.7K | 0.26% | 59 |
|
|
2022
Q4 | $243K | Hold |
459
| – | – | 0.25% | 61 |
|
|
2022
Q3 | $232K | Hold |
459
| – | – | 0.26% | 64 |
|
|
2022
Q2 | $236K | Hold |
459
| – | – | 0.25% | 68 |
|
|
2022
Q1 | $234K | Hold |
459
| – | – | 0.17% | 78 |
|
|
2021
Q4 | $230K | Buy |
+459
| New | +$230K | 0.16% | 76 |
|