N.E.W. Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Buy |
1,398
+878
| +169% | +$274K | 0.04% | 121 |
|
|
2025
Q1 | $273K | Buy |
520
+46
| +10% | +$24.1K | 0.02% | 176 |
|
|
2024
Q4 | $240K | Sell |
474
-27
| -5% | -$13.7K | 0.02% | 174 |
|
|
2024
Q3 | $293K | Hold |
501
| – | – | 0.03% | 148 |
|
|
2024
Q2 | $255K | Buy |
501
+13
| +3% | +$6.62K | 0.03% | 149 |
|
|
2024
Q1 | $241K | Buy |
488
+1
| +0.2% | +$495 | 0.03% | 153 |
|
|
2023
Q4 | $257K | Hold |
487
| – | – | 0.03% | 143 |
|
|
2023
Q3 | $246K | Buy |
+487
| New | +$246K | 0.03% | 133 |
|