MONECO Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
4,020
-283
| -7% | -$88.3K | 0.12% | 171 |
|
|
2025
Q1 | $2.25M | Sell |
4,303
-152
| -3% | -$79.6K | 0.23% | 95 |
|
|
2024
Q4 | $2.25M | Sell |
4,455
-3,921
| -47% | -$1.98M | 0.24% | 98 |
|
|
2024
Q3 | $4.9M | Buy |
8,376
+40
| +0.5% | +$23.4K | 0.61% | 36 |
|
|
2024
Q2 | $4.25M | Sell |
8,336
-290
| -3% | -$148K | 0.62% | 35 |
|
|
2024
Q1 | $4.27M | Sell |
8,626
-72
| -0.8% | -$35.6K | 0.68% | 30 |
|
|
2023
Q4 | $4.58M | Buy |
8,698
+4,879
| +128% | +$2.57M | 0.87% | 23 |
|
|
2023
Q3 | $1.93M | Sell |
3,819
-19
| -0.5% | -$9.58K | 0.52% | 40 |
|
|
2023
Q2 | $1.84M | Buy |
3,838
+18
| +0.5% | +$8.65K | 0.5% | 43 |
|
|
2023
Q1 | $1.81M | Buy |
3,820
+2,531
| +196% | +$1.2M | 0.53% | 42 |
|
|
2022
Q4 | $683K | Buy |
1,289
+79
| +7% | +$41.9K | 0.25% | 99 |
|
|
2022
Q3 | $611K | Buy |
1,210
+8
| +0.7% | +$4.04K | 0.24% | 98 |
|
|
2022
Q2 | $617K | Sell |
1,202
-85
| -7% | -$43.6K | 0.24% | 100 |
|
|
2022
Q1 | $656K | Sell |
1,287
-114
| -8% | -$58.1K | 0.24% | 97 |
|
|
2021
Q4 | $685K | Buy |
1,401
+162
| +13% | +$79.2K | 0.26% | 94 |
|
|
2021
Q3 | $484K | Buy |
1,239
+150
| +14% | +$58.6K | 0.19% | 119 |
|
|
2021
Q2 | $436K | Buy |
1,089
+2
| +0.2% | +$801 | 0.2% | 116 |
|
|
2021
Q1 | $405K | Buy |
1,087
+95
| +10% | +$35.4K | 0.2% | 118 |
|
|
2020
Q4 | $352K | Sell |
992
-10
| -1% | -$3.55K | 0.19% | 117 |
|
|
2020
Q3 | $312K | Buy |
1,002
+213
| +27% | +$66.3K | 0.2% | 108 |
|
|
2020
Q2 | $233K | Buy |
+789
| New | +$233K | 0.18% | 117 |
|
|
2020
Q1 | – | Sell |
-782
| Closed | -$233K | – | 156 |
|
|
2019
Q4 | $233K | Buy |
+782
| New | +$233K | 0.17% | 130 |
|
|
2019
Q3 | – | Sell |
-929
| Closed | -$227K | – | 143 |
|
|
2019
Q2 | $227K | Sell |
929
-178
| -16% | -$43.5K | 0.18% | 114 |
|
|
2019
Q1 | $274K | Buy |
+1,107
| New | +$274K | 0.22% | 99 |
|