My Personal CFO LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Sell |
1,754
-47
| -3% | -$14.7K | 0.25% | 58 |
|
|
2025
Q1 | $943K | Sell |
1,801
-21
| -1% | -$11K | 0.48% | 39 |
|
|
2024
Q4 | $922K | Hold |
1,822
| – | – | 0.47% | 41 |
|
|
2024
Q3 | $1.07M | Sell |
1,822
-60
| -3% | -$35.1K | 0.58% | 39 |
|
|
2024
Q2 | $958K | Sell |
1,882
-19
| -1% | -$9.68K | 0.51% | 41 |
|
|
2024
Q1 | $940K | Sell |
1,901
-64
| -3% | -$31.7K | 0.54% | 42 |
|
|
2023
Q4 | $1.03M | Buy |
1,965
+34
| +2% | +$17.9K | 0.67% | 38 |
|
|
2023
Q3 | $974K | Sell |
1,931
-4
| -0.2% | -$2.02K | 0.79% | 35 |
|
|
2023
Q2 | $930K | Sell |
1,935
-7
| -0.4% | -$3.36K | 0.73% | 37 |
|
|
2023
Q1 | $918K | Buy |
1,942
+1,941
| +194,100% | +$917K | 0.78% | 34 |
|
|
2022
Q4 | $1.03M | Buy |
+1
| New | +$1.03M | 0.95% | 26 |
|
|
2022
Q3 | – | Sell |
-1,946
| Closed | -$1M | – | 64 |
|
|
2022
Q2 | $1M | Buy |
1,946
+31
| +2% | +$15.9K | 1.28% | 23 |
|
|
2022
Q1 | $977K | Sell |
1,915
-32
| -2% | -$16.3K | 1.01% | 24 |
|
|
2021
Q4 | $978K | Buy |
+1,947
| New | +$978K | 0.85% | 29 |
|