O'Donnell 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 | $411K | Sell |
1,316
-12
| -0.9% | -$3.74K | 0.16% | 38 |
|
|
2025
Q1 | $696K | Buy |
1,328
+12
| +0.9% | +$6.29K | 0.29% | 32 |
|
|
2024
Q4 | $743K | Sell |
1,316
-120
| -8% | -$67.7K | 0.31% | 26 |
|
|
2024
Q3 | $840K | Hold |
1,436
| – | – | 0.34% | 27 |
|
|
2024
Q2 | $731K | Hold |
1,436
| – | – | 0.32% | 24 |
|
|
2024
Q1 | $710K | Hold |
1,436
| – | – | 0.33% | 24 |
|
|
2023
Q4 | $756K | Hold |
1,436
| – | – | 0.38% | 22 |
|
|
2023
Q3 | $724K | Hold |
1,436
| – | – | 0.4% | 15 |
|
|
2023
Q2 | $690K | Sell |
1,436
-194
| -12% | -$93.2K | 0.42% | 10 |
|
|
2023
Q1 | $770K | Buy |
1,630
+44
| +3% | +$20.8K | 1.37% | 6 |
|
|
2022
Q4 | $841K | Hold |
1,586
| – | – | 7.72% | 3 |
|
|
2022
Q3 | $801K | Sell |
1,586
-60
| -4% | -$30.3K | 2.79% | 5 |
|
|
2022
Q2 | $846K | Sell |
1,646
-107
| -6% | -$55K | 0.69% | 13 |
|
|
2022
Q1 | $894K | Hold |
1,753
| – | – | 0.41% | 17 |
|
|
2021
Q4 | $817K | Hold |
1,753
| – | – | 0.38% | 19 |
|
|
2021
Q3 | $685K | Buy |
+1,753
| New | +$685K | 0.33% | 28 |
|