Phocas Financial Corp’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 |
-435
| Closed | -$228K | – | 156 |
|
|
2025
Q1 | $228K | Sell |
435
-25
| -5% | -$13.1K | 0.03% | 141 |
|
|
2024
Q4 | $233K | Hold |
460
| – | – | 0.03% | 148 |
|
|
2024
Q3 | $269K | Hold |
460
| – | – | 1.03% | 24 |
|
|
2024
Q2 | $234K | Hold |
460
| – | – | 0.94% | 24 |
|
|
2024
Q1 | $228K | Hold |
460
| – | – | 0.93% | 26 |
|
|
2023
Q4 | $242K | Buy |
+460
| New | +$242K | 0.03% | 158 |
|
|
2023
Q3 | – | Sell |
-1,805
| Closed | -$868K | – | 187 |
|
|
2023
Q2 | $868K | Buy |
1,805
+85
| +5% | +$40.9K | 0.12% | 146 |
|
|
2023
Q1 | $813K | Buy |
1,720
+170
| +11% | +$80.3K | 0.12% | 141 |
|
|
2022
Q4 | $822K | Buy |
1,550
+5
| +0.3% | +$2.65K | 0.12% | 139 |
|
|
2022
Q3 | $780K | Buy |
1,545
+295
| +24% | +$149K | 0.12% | 144 |
|
|
2022
Q2 | $642K | Buy |
1,250
+135
| +12% | +$69.3K | 0.1% | 158 |
|
|
2022
Q1 | $569K | Buy |
+1,115
| New | +$569K | 0.07% | 164 |
|
|
2016
Q4 | – | Sell |
-2,348
| Closed | -$329K | – | 245 |
|
|
2016
Q3 | $329K | Buy |
+2,348
| New | +$329K | 0.02% | 228 |
|
|
2013
Q3 | – | Sell |
-5,716
| Closed | -$374K | – | 243 |
|
|
2013
Q2 | $374K | Buy |
+5,716
| New | +$374K | 0.04% | 205 |
|