NavPoint 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 | $404K | Buy |
1,293
+78
| +6% | +$24.3K | 0.24% | 46 |
|
|
2025
Q1 | $636K | Hold |
1,215
| – | – | 0.45% | 32 |
|
|
2024
Q4 | $615K | Hold |
1,215
| – | – | 0.49% | 31 |
|
|
2024
Q3 | $710K | Buy |
1,215
+5
| +0.4% | +$2.92K | 0.57% | 30 |
|
|
2024
Q2 | $616K | Buy |
1,210
+5
| +0.4% | +$2.55K | 0.54% | 30 |
|
|
2024
Q1 | $596K | Buy |
1,205
+4
| +0.3% | +$1.98K | 0.52% | 30 |
|
|
2023
Q4 | $632K | Buy |
+1,201
| New | +$632K | 0.58% | 30 |
|