Narus Financial Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
1,096
+336
| +44% | +$105K | 0.11% | 107 |
|
|
2025
Q1 | $398K | Sell |
760
-10
| -1% | -$5.24K | 0.14% | 93 |
|
|
2024
Q4 | $390K | Buy |
770
+48
| +7% | +$24.3K | 0.13% | 100 |
|
|
2024
Q3 | $422K | Hold |
722
| – | – | 0.15% | 93 |
|
|
2024
Q2 | $368K | Sell |
722
-5
| -0.7% | -$2.55K | 0.15% | 96 |
|
|
2024
Q1 | $360K | Hold |
727
| – | – | 0.15% | 100 |
|
|
2023
Q4 | $383K | Sell |
727
-40
| -5% | -$21.1K | 0.18% | 82 |
|
|
2023
Q3 | $387K | Buy |
767
+38
| +5% | +$19.2K | 0.2% | 72 |
|
|
2023
Q2 | $350K | Hold |
729
| – | – | 0.18% | 75 |
|
|
2023
Q1 | $345K | Sell |
729
-33
| -4% | -$15.6K | 0.19% | 78 |
|
|
2022
Q4 | $404K | Buy |
762
+7
| +0.9% | +$3.71K | 0.23% | 71 |
|
|
2022
Q3 | $381K | Hold |
755
| – | – | 0.24% | 68 |
|
|
2022
Q2 | $388K | Sell |
755
-30
| -4% | -$15.4K | 0.25% | 69 |
|
|
2022
Q1 | $400K | Buy |
+785
| New | +$400K | 0.22% | 64 |
|