Northern 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 | $561K | Sell |
1,797
-1,134
| -39% | -$354K | 0.42% | 62 |
|
|
2025
Q1 | $1.54M | Sell |
2,931
-174
| -6% | -$91.1K | 1.27% | 24 |
|
|
2024
Q4 | $1.57M | Sell |
3,105
-180
| -5% | -$91.1K | 1.25% | 20 |
|
|
2024
Q3 | $1.92M | Buy |
3,285
+115
| +4% | +$67.2K | 1.46% | 19 |
|
|
2024
Q2 | $1.61M | Sell |
3,170
-163
| -5% | -$83K | 1.29% | 24 |
|
|
2024
Q1 | $1.65M | Sell |
3,333
-303
| -8% | -$150K | 1.29% | 20 |
|
|
2023
Q4 | $1.91M | Buy |
3,636
+237
| +7% | +$125K | 1.61% | 10 |
|
|
2023
Q3 | $1.71M | Buy |
3,399
+18
| +0.5% | +$9.08K | 1.57% | 9 |
|
|
2023
Q2 | $1.63M | Buy |
3,381
+20
| +0.6% | +$9.61K | 1.43% | 12 |
|
|
2023
Q1 | $1.59M | Sell |
3,361
-49
| -1% | -$23.2K | 1.5% | 9 |
|
|
2022
Q4 | $1.81M | Buy |
+3,410
| New | +$1.81M | 2.05% | 7 |
|