Personal CFO Solutions’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
4,129
-254
| -6% | -$79.2K | 0.24% | 82 |
|
|
2025
Q1 | $2.3M | Buy |
4,383
+224
| +5% | +$117K | 0.47% | 37 |
|
|
2024
Q4 | $2.1M | Sell |
4,159
-574
| -12% | -$290K | 0.41% | 46 |
|
|
2024
Q3 | $2.77M | Buy |
4,733
+22
| +0.5% | +$12.9K | 0.39% | 52 |
|
|
2024
Q2 | $2.4M | Buy |
4,711
+3
| +0.1% | +$1.53K | 0.37% | 53 |
|
|
2024
Q1 | $2.33M | Buy |
4,708
+294
| +7% | +$145K | 0.36% | 51 |
|
|
2023
Q4 | $2.32M | Sell |
4,414
-25
| -0.6% | -$13.2K | 0.4% | 44 |
|
|
2023
Q3 | $2.24M | Buy |
4,439
+73
| +2% | +$36.8K | 0.44% | 49 |
|
|
2023
Q2 | $2.1M | Buy |
4,366
+30
| +0.7% | +$14.4K | 0.43% | 55 |
|
|
2023
Q1 | $2.05M | Sell |
4,336
-43
| -1% | -$20.3K | 0.42% | 52 |
|
|
2022
Q4 | $2.32M | Sell |
4,379
-79
| -2% | -$41.9K | 0.49% | 43 |
|
|
2022
Q3 | $2.25M | Sell |
4,458
-197
| -4% | -$99.5K | 0.57% | 37 |
|
|
2022
Q2 | $2.39M | Sell |
4,655
-25
| -0.5% | -$12.8K | 0.56% | 38 |
|
|
2022
Q1 | $2.39M | Buy |
4,680
+109
| +2% | +$55.6K | 0.47% | 44 |
|
|
2021
Q4 | $2.3M | Sell |
4,571
-190
| -4% | -$95.4K | 0.43% | 44 |
|
|
2021
Q3 | $1.86M | Sell |
4,761
-22
| -0.5% | -$8.6K | 0.38% | 49 |
|
|
2021
Q2 | $1.92M | Sell |
4,783
-148
| -3% | -$59.3K | 0.39% | 49 |
|
|
2021
Q1 | $1.84M | Buy |
4,931
+176
| +4% | +$65.5K | 0.4% | 52 |
|
|
2020
Q4 | $1.67M | Buy |
4,755
+364
| +8% | +$128K | 0.41% | 52 |
|
|
2020
Q3 | $1K | Buy |
4,391
+2,670
| +155% | +$608 | 0.33% | 121 |
|
|
2020
Q2 | $508K | Buy |
1,721
+396
| +30% | +$117K | 0.15% | 127 |
|
|
2020
Q1 | $330K | Buy |
1,325
+423
| +47% | +$105K | 0.12% | 158 |
|
|
2019
Q4 | $265K | Sell |
902
-26
| -3% | -$7.64K | 0.08% | 243 |
|
|
2019
Q3 | $201K | Buy |
+928
| New | +$201K | 0.08% | 265 |
|