May Barnhard Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
674
-360
| -35% | -$112K | 0.1% | 90 |
|
|
2025
Q1 | $542K | Buy |
1,034
+165
| +19% | +$86.5K | 0.27% | 57 |
|
|
2024
Q4 | $440K | Sell |
869
-333
| -28% | -$169K | 0.21% | 63 |
|
|
2024
Q3 | $703K | Buy |
1,202
+3
| +0.3% | +$1.75K | 0.34% | 49 |
|
|
2024
Q2 | $611K | Buy |
1,199
+2
| +0.2% | +$1.02K | 0.32% | 52 |
|
|
2024
Q1 | $592K | Buy |
1,197
+117
| +11% | +$57.9K | 0.3% | 54 |
|
|
2023
Q4 | $569K | Buy |
+1,080
| New | +$569K | 0.29% | 50 |
|