Michael S. Ryan Inc’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-827
| Closed | -$418K | – | 52 |
|
|
2024
Q4 | $418K | Buy |
827
+68
| +9% | +$34.4K | 0.28% | 33 |
|
|
2024
Q3 | $444K | Sell |
759
-47
| -6% | -$27.5K | 0.31% | 32 |
|
|
2024
Q2 | $410K | Sell |
806
-27
| -3% | -$13.8K | 0.31% | 32 |
|
|
2024
Q1 | $412K | Sell |
833
-33
| -4% | -$16.3K | 0.33% | 32 |
|
|
2023
Q4 | $456K | Hold |
866
| – | – | 0.38% | 29 |
|
|
2023
Q3 | $464K | Buy |
866
+9
| +1% | +$4.82K | 0.44% | 30 |
|
|
2023
Q2 | $410K | Buy |
+857
| New | +$410K | 0.38% | 32 |
|