M3 Advisory Group’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 |
-623
| Closed | -$326K | – | 151 |
|
|
2025
Q1 | $326K | Sell |
623
-134
| -18% | -$70.2K | 0.26% | 83 |
|
|
2024
Q4 | $383K | Sell |
757
-256
| -25% | -$130K | 0.27% | 78 |
|
|
2024
Q3 | $592K | Buy |
1,013
+44
| +5% | +$25.7K | 0.44% | 47 |
|
|
2024
Q2 | $494K | Buy |
969
+84
| +9% | +$42.8K | 0.41% | 57 |
|
|
2024
Q1 | $438K | Buy |
885
+198
| +29% | +$98K | 0.4% | 58 |
|
|
2023
Q4 | $362K | Buy |
+687
| New | +$362K | 0.42% | 52 |
|