Newton One Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $192K | Buy |
614
+4
| +0.7% | +$1.25K | 0.06% | 42 |
|
|
2025
Q1 | $319K | Sell |
610
-1
| -0.2% | -$524 | 0.11% | 32 |
|
|
2024
Q4 | $309K | Sell |
611
-63
| -9% | -$31.9K | 0.12% | 33 |
|
|
2024
Q3 | $394K | Buy |
674
+3
| +0.4% | +$1.75K | 0.16% | 28 |
|
|
2024
Q2 | $342K | Sell |
671
-38
| -5% | -$19.4K | 0.15% | 29 |
|
|
2024
Q1 | $351K | Buy |
709
+2
| +0.3% | +$990 | 0.15% | 28 |
|
|
2023
Q4 | $372K | Sell |
707
-63
| -8% | -$33.2K | 0.17% | 28 |
|
|
2023
Q3 | $388K | Buy |
770
+3
| +0.4% | +$1.51K | 0.23% | 28 |
|
|
2023
Q2 | $369K | Buy |
767
+3
| +0.4% | +$1.44K | 0.21% | 28 |
|
|
2023
Q1 | $361K | Hold |
764
| – | – | 0.22% | 28 |
|
|
2022
Q4 | $405K | Hold |
764
| – | – | 0.26% | 26 |
|
|
2022
Q3 | $386K | Hold |
764
| – | – | 0.27% | 25 |
|
|
2022
Q2 | $392K | Hold |
764
| – | – | 0.29% | 24 |
|
|
2022
Q1 | $390K | Hold |
764
| – | – | 0.28% | 26 |
|
|
2021
Q4 | $384K | Hold |
764
| – | – | 0.27% | 26 |
|
|
2021
Q3 | $299K | Hold |
764
| – | – | 0.22% | 26 |
|
|
2021
Q2 | $306K | Buy |
+764
| New | +$306K | 0.24% | 25 |
|