NBC Securities’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
6,273
-1,562
| -20% | -$487K | 0.16% | 150 |
|
|
2025
Q1 | $4.1M | Buy |
7,835
+7,824
| +71,127% | +$4.1M | 0.35% | 52 |
|
|
2024
Q4 | $5.75K | Sell |
11
-11,595
| -100% | -$6.06M | 0.53% | 28 |
|
|
2024
Q3 | $6.79M | Buy |
11,606
+9
| +0.1% | +$5.26K | 0.57% | 21 |
|
|
2024
Q2 | $5.91M | Sell |
11,597
-153
| -1% | -$77.9K | 0.54% | 26 |
|
|
2024
Q1 | $5.81M | Sell |
11,750
-170
| -1% | -$84.1K | 0.55% | 26 |
|
|
2023
Q4 | $6.28M | Sell |
11,920
-147
| -1% | -$77.4K | 0.63% | 20 |
|
|
2023
Q3 | $6.08M | Buy |
+12,067
| New | +$6.08M | 0.67% | 20 |
|