Phoenix Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.19M | Sell |
19,849
-8,463
| -30% | -$2.64M | 0.08% | 117 |
|
|
2025
Q1 | $14.8M | Sell |
28,312
-14,432
| -34% | -$7.57M | 0.23% | 74 |
|
|
2024
Q4 | $21.6M | Buy |
42,744
+1,045
| +3% | +$529K | 0.29% | 64 |
|
|
2024
Q3 | $24.4M | Sell |
41,699
-1,283
| -3% | -$750K | 0.36% | 53 |
|
|
2024
Q2 | $21.7M | Buy |
42,982
+10,927
| +34% | +$5.51M | 0.33% | 54 |
|
|
2024
Q1 | $15.8M | Buy |
32,055
+11,140
| +53% | +$5.51M | 0.22% | 67 |
|
|
2023
Q4 | $11.9M | Sell |
20,915
-1,050
| -5% | -$598K | 0.2% | 63 |
|
|
2023
Q3 | $11.1M | Buy |
21,965
+3,322
| +18% | +$1.68M | 0.2% | 62 |
|
|
2023
Q2 | $8.98M | Buy |
18,643
+5,801
| +45% | +$2.79M | 0.18% | 60 |
|
|
2023
Q1 | $6.08M | Buy |
12,842
+6,553
| +104% | +$3.1M | 0.14% | 74 |
|
|
2022
Q4 | $3.33M | Buy |
6,289
+605
| +11% | +$321K | 0.06% | 102 |
|
|
2022
Q3 | $2.89M | Sell |
5,684
-523
| -8% | -$266K | 0.06% | 121 |
|
|
2022
Q2 | $3.19M | Sell |
6,207
-1,543
| -20% | -$793K | 0.07% | 126 |
|
|
2022
Q1 | $3.95M | Buy |
7,750
+6,980
| +906% | +$3.56M | 0.07% | 141 |
|
|
2021
Q4 | $390K | Buy |
+770
| New | +$390K | 0.01% | 299 |
|
|
2020
Q3 | – | Sell |
-1,261
| Closed | -$345K | – | 366 |
|
|
2020
Q2 | $345K | Buy |
+1,261
| New | +$345K | 0.01% | 256 |
|