Midwest 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 | $293K | Sell |
938
-289
| -24% | -$90.1K | 0.15% | 90 |
|
|
2025
Q1 | $643K | Buy |
1,227
+4
| +0.3% | +$2.1K | 0.37% | 53 |
|
|
2024
Q4 | $619K | Sell |
1,223
-28
| -2% | -$14.2K | 0.36% | 59 |
|
|
2024
Q3 | $731K | Buy |
1,251
+4
| +0.3% | +$2.34K | 0.43% | 54 |
|
|
2024
Q2 | $635K | Buy |
1,247
+4
| +0.3% | +$2.04K | 0.4% | 60 |
|
|
2024
Q1 | $615K | Sell |
1,243
-11
| -0.9% | -$5.44K | 0.41% | 62 |
|
|
2023
Q4 | $660K | Buy |
1,254
+29
| +2% | +$15.3K | 0.49% | 58 |
|
|
2023
Q3 | $618K | Buy |
1,225
+9
| +0.7% | +$4.54K | 0.52% | 57 |
|
|
2023
Q2 | $585K | Sell |
1,216
-49
| -4% | -$23.6K | 0.5% | 56 |
|
|
2023
Q1 | $598K | Buy |
+1,265
| New | +$598K | 0.55% | 50 |
|