New World 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 | $296K | Buy |
950
+435
| +84% | +$136K | 0.06% | 51 |
|
|
2025
Q1 | $270K | Buy |
515
+74
| +17% | +$38.8K | 0.06% | 64 |
|
|
2024
Q4 | $223K | Sell |
441
-242
| -35% | -$122K | 0.05% | 66 |
|
|
2024
Q3 | $399K | Sell |
683
-36
| -5% | -$21K | 0.1% | 38 |
|
|
2024
Q2 | $366K | Hold |
719
| – | – | 0.1% | 39 |
|
|
2024
Q1 | $356K | Sell |
719
-28
| -4% | -$13.9K | 0.1% | 48 |
|
|
2023
Q4 | $393K | Buy |
747
+15
| +2% | +$7.9K | 0.12% | 42 |
|
|
2023
Q3 | $369K | Buy |
732
+7
| +1% | +$3.53K | 0.13% | 34 |
|
|
2023
Q2 | $348K | Sell |
725
-332
| -31% | -$160K | 0.12% | 42 |
|
|
2023
Q1 | $500K | Buy |
1,057
+267
| +34% | +$126K | 0.19% | 19 |
|
|
2022
Q4 | $419K | Buy |
790
+63
| +9% | +$33.4K | 0.14% | 31 |
|
|
2022
Q3 | $367K | Buy |
727
+85
| +13% | +$42.9K | 0.17% | 22 |
|
|
2022
Q2 | $322K | Sell |
642
-103
| -14% | -$51.7K | 0.17% | 36 |
|
|
2022
Q1 | $401K | Buy |
745
+34
| +5% | +$18.3K | 0.21% | 27 |
|
|
2021
Q4 | $357K | Hold |
711
| – | – | 0.16% | 50 |
|
|
2021
Q3 | $319K | Buy |
+711
| New | +$319K | 0.15% | 51 |
|