Partners in Financial Planning’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 |
-421
| Closed | -$220K | – | 109 |
|
|
2025
Q1 | $220K | Hold |
421
| – | – | 0.04% | 96 |
|
|
2024
Q4 | $213K | Hold |
421
| – | – | 0.04% | 103 |
|
|
2024
Q3 | $246K | Hold |
421
| – | – | 0.05% | 95 |
|
|
2024
Q2 | $214K | Hold |
421
| – | – | 0.05% | 101 |
|
|
2024
Q1 | $208K | Buy |
421
+21
| +5% | +$10.4K | 0.05% | 102 |
|
|
2023
Q4 | $211K | Hold |
400
| – | – | 0.05% | 102 |
|
|
2023
Q3 | $202K | Buy |
+400
| New | +$202K | 0.05% | 96 |
|
|
2023
Q1 | – | Sell |
-400
| Closed | -$207K | – | 95 |
|
|
2022
Q4 | $207K | Sell |
400
-10
| -2% | -$5.19K | 0.06% | 89 |
|
|
2022
Q3 | $217K | Hold |
410
| – | – | 0.06% | 86 |
|
|
2022
Q2 | $215K | Hold |
410
| – | – | 0.07% | 90 |
|
|
2022
Q1 | $214K | Buy |
+410
| New | +$214K | 0.07% | 88 |
|