NorthStar Asset Management (New Jersey)’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 |
-482
| Closed | -$253K | – | 98 |
|
|
2025
Q1 | $253K | Sell |
482
-9
| -2% | -$4.72K | 0.16% | 72 |
|
|
2024
Q4 | $248K | Buy |
491
+1
| +0.2% | +$505 | 0.16% | 73 |
|
|
2024
Q3 | $286K | Sell |
490
-27
| -5% | -$15.8K | 0.19% | 65 |
|
|
2024
Q2 | $263K | Sell |
517
-36
| -7% | -$18.3K | 0.18% | 67 |
|
|
2024
Q1 | $274K | Buy |
553
+1
| +0.2% | +$495 | 0.21% | 65 |
|
|
2023
Q4 | $291K | Buy |
+552
| New | +$291K | 0.27% | 61 |
|