Milestone Asset Management’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 |
-692
| Closed | -$363K | – | 243 |
|
|
2025
Q1 | $363K | Buy |
692
+24
| +4% | +$12.6K | 0.08% | 171 |
|
|
2024
Q4 | $338K | Sell |
668
-13
| -2% | -$6.58K | 0.07% | 190 |
|
|
2024
Q3 | $398K | Sell |
681
-8,742
| -93% | -$5.11M | 0.09% | 153 |
|
|
2024
Q2 | $4.8M | Sell |
9,423
-3,737
| -28% | -$1.9M | 1.2% | 15 |
|
|
2024
Q1 | $6.51M | Buy |
13,160
+12,442
| +1,733% | +$6.16M | 1.86% | 9 |
|
|
2023
Q4 | $378K | Buy |
718
+202
| +39% | +$106K | 0.12% | 49 |
|
|
2023
Q3 | $266K | Buy |
516
+77
| +18% | +$39.6K | 0.09% | 65 |
|
|
2023
Q2 | $211K | Sell |
439
-8
| -2% | -$3.85K | 0.09% | 61 |
|
|
2023
Q1 | $211K | Sell |
447
-9
| -2% | -$4.25K | 0.12% | 69 |
|
|
2022
Q4 | $222K | Buy |
+456
| New | +$222K | 0.13% | 65 |
|