New England Capital Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
923
+2
| +0.2% | +$624 | 0.13% | 45 |
|
|
2025
Q1 | $482K | Buy |
921
+1
| +0.1% | +$524 | 0.25% | 31 |
|
|
2024
Q4 | $465K | Buy |
920
+1
| +0.1% | +$506 | 0.23% | 34 |
|
|
2024
Q3 | $537K | Hold |
919
| – | – | 0.28% | 29 |
|
|
2024
Q2 | $468K | Buy |
919
+1
| +0.1% | +$509 | 0.26% | 29 |
|
|
2024
Q1 | $454K | Buy |
918
+1
| +0.1% | +$495 | 0.26% | 28 |
|
|
2023
Q4 | $483K | Buy |
917
+1
| +0.1% | +$526 | 0.29% | 28 |
|
|
2023
Q3 | $462K | Buy |
916
+1
| +0.1% | +$504 | 0.32% | 27 |
|
|
2023
Q2 | $440K | Hold |
915
| – | – | 0.29% | 28 |
|
|
2023
Q1 | $432K | Buy |
915
+1
| +0.1% | +$472 | 0.31% | 30 |
|
|
2022
Q4 | $445K | Buy |
+914
| New | +$445K | 0.32% | 29 |
|