O'Brien Greene & Co’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 |
-557
| Closed | -$292K | – | 146 |
|
|
2025
Q1 | $292K | Sell |
557
-166
| -23% | -$86.9K | 0.1% | 106 |
|
|
2024
Q4 | $366K | Buy |
723
+61
| +9% | +$30.9K | 0.12% | 99 |
|
|
2024
Q3 | $387K | Sell |
662
-68
| -9% | -$39.8K | 0.12% | 98 |
|
|
2024
Q2 | $372K | Buy |
730
+316
| +76% | +$161K | 0.12% | 100 |
|
|
2024
Q1 | $205K | Hold |
414
| – | – | 0.07% | 125 |
|
|
2023
Q4 | $218K | Hold |
414
| – | – | 0.08% | 122 |
|
|
2023
Q3 | $209K | Buy |
+414
| New | +$209K | 0.08% | 121 |
|
|
2023
Q1 | – | Sell |
-414
| Closed | -$219K | – | 127 |
|
|
2022
Q4 | $219K | Sell |
414
-1,056
| -72% | -$559K | 0.08% | 120 |
|
|
2022
Q3 | $742K | Buy |
+1,470
| New | +$742K | 0.1% | 117 |
|