Notis-McConarty Edward’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
8,837
+941
| +12% | +$294K | 1.34% | 28 |
|
|
2025
Q1 | $4.14M | Buy |
7,896
+73
| +0.9% | +$38.2K | 2.13% | 18 |
|
|
2024
Q4 | $3.96M | Sell |
7,823
-239
| -3% | -$121K | 1.92% | 19 |
|
|
2024
Q3 | $4.71M | Sell |
8,062
-674
| -8% | -$394K | 2.13% | 20 |
|
|
2024
Q2 | $4.45M | Buy |
8,736
+119
| +1% | +$60.6K | 1.75% | 23 |
|
|
2024
Q1 | $4.26M | Buy |
8,617
+600
| +7% | +$297K | 1.68% | 24 |
|
|
2023
Q4 | $4.22M | Buy |
8,017
+907
| +13% | +$478K | 1.68% | 23 |
|
|
2023
Q3 | $3.58M | Buy |
7,110
+624
| +10% | +$315K | 1.46% | 26 |
|
|
2023
Q2 | $3.12M | Sell |
6,486
-102
| -2% | -$49K | 1.19% | 29 |
|
|
2023
Q1 | $3.11M | Buy |
6,588
+93
| +1% | +$44K | 1.24% | 29 |
|
|
2022
Q4 | $3.44M | Buy |
6,495
+136
| +2% | +$72.1K | 1.43% | 24 |
|
|
2022
Q3 | $3.21M | Buy |
6,359
+27
| +0.4% | +$13.6K | 1.44% | 24 |
|
|
2022
Q2 | $3.25M | Buy |
6,332
+98
| +2% | +$50.3K | 1.36% | 25 |
|
|
2022
Q1 | $3.18M | Buy |
6,234
+208
| +3% | +$106K | 1.13% | 29 |
|
|
2021
Q4 | $3.03M | Buy |
6,026
+5
| +0.1% | +$2.51K | 1.01% | 36 |
|
|
2021
Q3 | $2.35M | Buy |
6,021
+335
| +6% | +$131K | 0.86% | 41 |
|
|
2021
Q2 | $2.28M | Buy |
5,686
+204
| +4% | +$81.7K | 0.84% | 40 |
|
|
2021
Q1 | $2.04M | Buy |
5,482
+618
| +13% | +$230K | 0.79% | 42 |
|
|
2020
Q4 | $1.71M | Buy |
4,864
+194
| +4% | +$68K | 0.69% | 46 |
|
|
2020
Q3 | $1.46M | Buy |
4,670
+576
| +14% | +$180K | 0.64% | 47 |
|
|
2020
Q2 | $1.21M | Buy |
4,094
+2,131
| +109% | +$628K | 0.56% | 51 |
|
|
2020
Q1 | $489K | Buy |
+1,963
| New | +$489K | 0.27% | 69 |
|