Money Concepts Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
7,780
+2,580
| +50% | +$805K | 0.16% | 130 |
|
|
2025
Q1 | $2.72M | Buy |
5,200
+1,400
| +37% | +$733K | 0.2% | 116 |
|
|
2024
Q4 | $1.92M | Buy |
3,800
+54
| +1% | +$27.3K | 0.14% | 150 |
|
|
2024
Q3 | $2.19M | Buy |
3,746
+235
| +7% | +$137K | 0.17% | 133 |
|
|
2024
Q2 | $1.79M | Buy |
3,511
+165
| +5% | +$84K | 0.15% | 149 |
|
|
2024
Q1 | $1.66M | Buy |
3,346
+64
| +2% | +$31.7K | 0.15% | 169 |
|
|
2023
Q4 | $1.73M | Sell |
3,282
-239
| -7% | -$126K | 0.16% | 150 |
|
|
2023
Q3 | $1.78M | Sell |
3,521
-168
| -5% | -$85K | 0.19% | 139 |
|
|
2023
Q2 | $1.78M | Sell |
3,689
-4,833
| -57% | -$2.33M | 0.18% | 137 |
|
|
2023
Q1 | $4.11M | Sell |
8,522
-2,790
| -25% | -$1.35M | 0.23% | 87 |
|
|
2022
Q4 | $6M | Buy |
11,312
+2,789
| +33% | +$1.48M | 0.27% | 74 |
|
|
2022
Q3 | $4.31M | Buy |
8,523
+4,471
| +110% | +$2.26M | 0.25% | 76 |
|
|
2022
Q2 | $2.1M | Sell |
4,052
-1,780
| -31% | -$921K | 0.19% | 127 |
|
|
2022
Q1 | $2.97M | Buy |
5,832
+1,664
| +40% | +$849K | 0.17% | 136 |
|
|
2021
Q4 | $2.09M | Buy |
+4,168
| New | +$2.09M | 0.18% | 133 |
|
|
2021
Q1 | $1.46M | Buy |
3,916
+190
| +5% | +$70.7K | 0.12% | 179 |
|
|
2020
Q4 | $1.31M | Buy |
+3,726
| New | +$1.31M | 0.12% | 161 |
|