Novak & Powell Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
1,209
+6
| +0.5% | +$1.87K | 0.26% | 83 |
|
|
2025
Q1 | $630K | Sell |
1,203
-98
| -8% | -$51.3K | 0.39% | 59 |
|
|
2024
Q4 | $658K | Buy |
1,301
+5
| +0.4% | +$2.53K | 0.39% | 58 |
|
|
2024
Q3 | $758K | Buy |
1,296
+3
| +0.2% | +$1.76K | 0.44% | 55 |
|
|
2024
Q2 | $658K | Sell |
1,293
-5
| -0.4% | -$2.55K | 0.41% | 55 |
|
|
2024
Q1 | $642K | Buy |
1,298
+4
| +0.3% | +$1.98K | 0.48% | 53 |
|
|
2023
Q4 | $681K | Buy |
+1,294
| New | +$681K | 0.45% | 54 |
|