Menard Financial 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 | $404K | Sell |
1,295
-3,514
| -73% | -$1.1M | 0.24% | 67 |
|
|
2025
Q1 | $1.9M | Buy |
4,809
+953
| +25% | +$376K | 1.25% | 17 |
|
|
2024
Q4 | $1.95M | Buy |
3,856
+4
| +0.1% | +$2.02K | 1.17% | 15 |
|
|
2024
Q3 | $2.25M | Buy |
3,852
+9
| +0.2% | +$5.26K | 1.48% | 11 |
|
|
2024
Q2 | $1.96M | Buy |
3,843
+61
| +2% | +$31.1K | 1.4% | 13 |
|
|
2024
Q1 | $1.87M | Sell |
3,782
-456
| -11% | -$226K | 1.57% | 12 |
|
|
2023
Q4 | $2.23M | Sell |
4,238
-6
| -0.1% | -$3.16K | 2.77% | 7 |
|
|
2023
Q3 | $2.14M | Buy |
4,244
+391
| +10% | +$197K | 3.09% | 7 |
|
|
2023
Q2 | $1.85M | Sell |
3,853
-280
| -7% | -$135K | 3.81% | 7 |
|
|
2023
Q1 | $1.95M | Sell |
4,133
-457
| -10% | -$216K | 4.52% | 4 |
|
|
2022
Q4 | $2.43M | Sell |
4,590
-795
| -15% | -$421K | 5.8% | 2 |
|
|
2022
Q3 | $2.72M | Sell |
5,385
-87
| -2% | -$43.9K | 4.92% | 2 |
|
|
2022
Q2 | $2.81M | Sell |
5,472
-324
| -6% | -$166K | 4.6% | 3 |
|
|
2022
Q1 | $2.96M | Sell |
5,796
-28
| -0.5% | -$14.3K | 2.91% | 6 |
|
|
2021
Q4 | $2.92M | Buy |
5,824
+52
| +0.9% | +$26.1K | 2.4% | 8 |
|
|
2021
Q3 | $2.26M | Buy |
5,772
+412
| +8% | +$161K | 1.98% | 7 |
|
|
2021
Q2 | $2.15M | Sell |
5,360
-9
| -0.2% | -$3.6K | 2.03% | 8 |
|
|
2021
Q1 | $2M | Sell |
5,369
-58
| -1% | -$21.6K | 2.15% | 10 |
|
|
2020
Q4 | $1.9M | Buy |
5,427
+1,238
| +30% | +$434K | 2.05% | 11 |
|
|
2020
Q3 | $1.31M | Buy |
4,189
+993
| +31% | +$310K | 1.51% | 17 |
|
|
2020
Q2 | $943K | Buy |
+3,196
| New | +$943K | 1.18% | 16 |
|
|
2020
Q1 | – | Sell |
-3,297
| Closed | -$969K | – | 113 |
|
|
2019
Q4 | $969K | Buy |
+3,297
| New | +$969K | 0.93% | 33 |
|