Phillips Financial Management’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 |
-558
| Closed | -$292K | – | 288 |
|
|
2025
Q1 | $292K | Buy |
558
+19
| +4% | +$9.95K | 0.02% | 160 |
|
|
2024
Q4 | $273K | Buy |
539
+53
| +11% | +$26.8K | 0.02% | 154 |
|
|
2024
Q3 | $284K | Buy |
486
+10
| +2% | +$5.85K | 0.02% | 157 |
|
|
2024
Q2 | $242K | Buy |
476
+66
| +16% | +$33.6K | 0.02% | 165 |
|
|
2024
Q1 | $203K | Buy |
+410
| New | +$203K | 0.02% | 179 |
|