Pathway Financial Advisers’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
7,221
+457
| +7% | +$143K | 0.73% | 48 |
|
|
2025
Q1 | $3.54M | Buy |
6,764
+88
| +1% | +$46.1K | 1.21% | 28 |
|
|
2024
Q4 | $3.38M | Buy |
6,676
+1
| +0% | +$506 | 1.13% | 27 |
|
|
2024
Q3 | $3.9M | Sell |
6,675
-43
| -0.6% | -$25.1K | 1.77% | 16 |
|
|
2024
Q2 | $3.37M | Buy |
6,718
+230
| +4% | +$115K | 1.21% | 24 |
|
|
2024
Q1 | $3.21M | Sell |
6,488
-200
| -3% | -$99K | 1.16% | 26 |
|
|
2023
Q4 | $3.52M | Buy |
6,688
+8
| +0.1% | +$4.21K | 1.34% | 20 |
|
|
2023
Q3 | $3.37M | Buy |
+6,680
| New | +$3.37M | 1.39% | 17 |
|
|
2023
Q1 | $3.13M | Sell |
6,622
-65
| -1% | -$30.8K | 1.26% | 22 |
|
|
2022
Q4 | $3.55M | Buy |
+6,687
| New | +$3.55M | 1.44% | 17 |
|