Northeast 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 | – | Sell |
-3,878
| Closed | -$2.03M | – | 92 |
|
|
2025
Q1 | $2.03M | Buy |
3,878
+271
| +8% | +$142K | 0.71% | 30 |
|
|
2024
Q4 | $1.83M | Buy |
3,607
+204
| +6% | +$103K | 0.67% | 29 |
|
|
2024
Q3 | $1.99M | Sell |
3,403
-1,043
| -23% | -$610K | 0.74% | 29 |
|
|
2024
Q2 | $2.26M | Buy |
4,446
+146
| +3% | +$74.4K | 0.97% | 22 |
|
|
2024
Q1 | $2.13M | Buy |
4,300
+1,656
| +63% | +$819K | 0.94% | 22 |
|
|
2023
Q4 | $1.39M | Sell |
2,644
-1,074
| -29% | -$565K | 0.68% | 28 |
|
|
2023
Q3 | $1.88M | Sell |
3,718
-730
| -16% | -$368K | 1.15% | 16 |
|
|
2023
Q2 | $2.14M | Sell |
4,448
-542
| -11% | -$261K | 1.37% | 19 |
|
|
2023
Q1 | $2.49M | Buy |
4,990
+256
| +5% | +$128K | 1.8% | 14 |
|
|
2022
Q4 | $2.51M | Sell |
4,734
-1,066
| -18% | -$565K | 1.99% | 14 |
|
|
2022
Q3 | $2.93M | Buy |
5,800
+11
| +0.2% | +$5.56K | 2.64% | 11 |
|
|
2022
Q2 | $2.97M | Buy |
5,789
+63
| +1% | +$32.4K | 2.51% | 10 |
|
|
2022
Q1 | $2.92M | Buy |
5,726
+314
| +6% | +$160K | 2.07% | 12 |
|
|
2021
Q4 | $2.72M | Buy |
5,412
+170
| +3% | +$85.4K | 1.59% | 14 |
|
|
2021
Q3 | $2.05M | Buy |
5,242
+90
| +2% | +$35.2K | 1.32% | 19 |
|
|
2021
Q2 | $2.06M | Sell |
5,152
-164
| -3% | -$65.7K | 1.35% | 20 |
|
|
2021
Q1 | $1.98M | Buy |
5,316
+79
| +2% | +$29.4K | 1.31% | 19 |
|
|
2020
Q4 | $1.84M | Buy |
+5,237
| New | +$1.84M | 1.4% | 16 |
|