New Century Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
4,410
+3,195
| +263% | +$997K | 1.61% | 17 |
|
|
2025
Q1 | $636K | Sell |
1,215
-120
| -9% | -$62.9K | 0.74% | 45 |
|
|
2024
Q4 | $685K | Sell |
1,335
-522
| -28% | -$268K | 0.29% | 100 |
|
|
2024
Q3 | $1.09M | Buy |
1,857
+652
| +54% | +$381K | 0.4% | 65 |
|
|
2024
Q2 | $614K | Buy |
1,205
+150
| +14% | +$76.4K | 0.26% | 112 |
|
|
2024
Q1 | $522K | Sell |
1,055
-233
| -18% | -$115K | 0.36% | 90 |
|
|
2023
Q4 | $678K | Buy |
+1,288
| New | +$678K | 0.59% | 58 |
|