Meridian 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 |
-503
| Closed | -$263K | – | 129 |
|
|
2025
Q1 | $263K | Hold |
503
| – | – | 0.18% | 96 |
|
|
2024
Q4 | $254K | Sell |
503
-80
| -14% | -$40.5K | 0.18% | 97 |
|
|
2024
Q3 | $341K | Hold |
583
| – | – | 0.23% | 87 |
|
|
2024
Q2 | $297K | Hold |
583
| – | – | 0.22% | 93 |
|
|
2024
Q1 | $288K | Hold |
583
| – | – | 0.22% | 95 |
|
|
2023
Q4 | $307K | Buy |
583
+50
| +9% | +$26.3K | 0.24% | 78 |
|
|
2023
Q3 | $269K | Hold |
533
| – | – | 0.25% | 78 |
|
|
2023
Q2 | $256K | Hold |
533
| – | – | 0.23% | 81 |
|
|
2023
Q1 | $252K | Hold |
533
| – | – | 0.24% | 79 |
|
|
2022
Q4 | $283K | Hold |
533
| – | – | 0.3% | 66 |
|
|
2022
Q3 | $269K | Hold |
533
| – | – | 0.31% | 65 |
|
|
2022
Q2 | $274K | Hold |
533
| – | – | 0.31% | 69 |
|
|
2022
Q1 | $272K | Buy |
533
+30
| +6% | +$15.3K | 0.28% | 68 |
|
|
2021
Q4 | $253K | Buy |
+503
| New | +$253K | 0.24% | 80 |
|