Mustard Seed Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Hold |
675
| – | – | 0.15% | 82 |
|
|
2025
Q1 | $354K | Hold |
675
| – | – | 0.28% | 59 |
|
|
2024
Q4 | $341K | Sell |
675
-190
| -22% | -$96.1K | 0.28% | 61 |
|
|
2024
Q3 | $506K | Hold |
865
| – | – | 0.42% | 50 |
|
|
2024
Q2 | $441K | Hold |
865
| – | – | 0.42% | 52 |
|
|
2024
Q1 | $428K | Hold |
865
| – | – | 0.43% | 52 |
|
|
2023
Q4 | $455K | Buy |
+865
| New | +$455K | 0.51% | 45 |
|