Nabity-Jensen Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Sell |
2,448
-312
| -11% | -$97.3K | 0.56% | 35 |
|
|
2025
Q1 | $1.45M | Buy |
2,760
+24
| +0.9% | +$12.6K | 1.15% | 22 |
|
|
2024
Q4 | $1.38M | Buy |
2,736
+50
| +2% | +$25.3K | 1.05% | 24 |
|
|
2024
Q3 | $1.57M | Buy |
2,686
+123
| +5% | +$71.9K | 1.2% | 19 |
|
|
2024
Q2 | $1.31M | Buy |
2,563
+8
| +0.3% | +$4.07K | 1.07% | 22 |
|
|
2024
Q1 | $1.26M | Buy |
2,555
+48
| +2% | +$23.7K | 1.04% | 23 |
|
|
2023
Q4 | $1.32M | Buy |
+2,507
| New | +$1.32M | 1.19% | 18 |
|