Patrick M. Sweeney & Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Hold |
2,100
| – | – | 0.45% | 56 |
|
|
2025
Q1 | $1.1M | Hold |
2,100
| – | – | 0.82% | 24 |
|
|
2024
Q4 | $1.06M | Buy |
2,100
+13
| +0.6% | +$6.58K | 0.8% | 28 |
|
|
2024
Q3 | $1.22M | Buy |
2,087
+96
| +5% | +$56.1K | 0.9% | 24 |
|
|
2024
Q2 | $1.01M | Buy |
1,991
+93
| +5% | +$47K | 0.81% | 27 |
|
|
2024
Q1 | $939K | Sell |
1,898
-50
| -3% | -$24.7K | 0.77% | 28 |
|
|
2023
Q4 | $1.03M | Buy |
+1,948
| New | +$1.03M | 0.94% | 25 |
|