NFP Retirement Inc’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Buy |
1,602
+400
| +33% | +$125K | 0.03% | 204 |
|
|
2025
Q1 | $630K | Sell |
1,202
-52
| -4% | -$27.2K | 0.05% | 155 |
|
|
2024
Q4 | $634K | Sell |
1,254
-63
| -5% | -$31.9K | 0.05% | 159 |
|
|
2024
Q3 | $770K | Buy |
1,317
+3
| +0.2% | +$1.75K | 0.06% | 139 |
|
|
2024
Q2 | $671K | Buy |
1,314
+16
| +1% | +$8.17K | 0.06% | 153 |
|
|
2024
Q1 | $643K | Buy |
1,298
+19
| +1% | +$9.41K | 0.06% | 154 |
|
|
2023
Q4 | $674K | Buy |
1,279
+178
| +16% | +$93.8K | 0.11% | 122 |
|
|
2023
Q3 | $555K | Buy |
1,101
+13
| +1% | +$6.55K | 0.11% | 137 |
|
|
2023
Q2 | $523K | Sell |
1,088
-25
| -2% | -$12K | 0.1% | 147 |
|
|
2023
Q1 | $526K | Buy |
1,113
+1
| +0.1% | +$473 | 0.1% | 151 |
|
|
2022
Q4 | $590K | Hold |
1,112
| – | – | 0.13% | 130 |
|
|
2022
Q3 | $562K | Sell |
1,112
-5
| -0.4% | -$2.53K | 0.14% | 127 |
|
|
2022
Q2 | $574K | Buy |
1,117
+1
| +0.1% | +$514 | 0.15% | 120 |
|
|
2022
Q1 | $569K | Buy |
1,116
+442
| +66% | +$225K | 0.13% | 122 |
|
|
2021
Q4 | $338K | Buy |
674
+1
| +0.1% | +$502 | 0.12% | 106 |
|
|
2021
Q3 | $263K | Buy |
673
+1
| +0.1% | +$391 | 0.11% | 113 |
|
|
2021
Q2 | $269K | Buy |
672
+1
| +0.1% | +$400 | 0.1% | 117 |
|
|
2021
Q1 | $250K | Buy |
671
+2
| +0.3% | +$744 | 0.11% | 114 |
|
|
2020
Q4 | $235K | Hold |
669
| – | – | 0.15% | 109 |
|
|
2020
Q3 | $208K | Sell |
669
-86
| -11% | -$26.8K | 0.14% | 104 |
|
|
2020
Q2 | $223K | Buy |
+755
| New | +$223K | 0.16% | 93 |
|