Planning Center Inc’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
1,108
-23
| -2% | -$7.18K | 0.04% | 53 |
|
|
2025
Q1 | $592K | Hold |
1,131
| – | – | 0.07% | 40 |
|
|
2024
Q4 | $572K | Sell |
1,131
-13
| -1% | -$6.58K | 0.07% | 38 |
|
|
2024
Q3 | $669K | Sell |
1,144
-1,783
| -61% | -$1.04M | 0.08% | 37 |
|
|
2024
Q2 | $1.49M | Hold |
2,927
| – | – | 0.19% | 25 |
|
|
2024
Q1 | $1.45M | Hold |
2,927
| – | – | 0.32% | 22 |
|
|
2023
Q4 | $1.54M | Sell |
2,927
-1
| -0% | -$526 | 0.36% | 22 |
|
|
2023
Q3 | $1.48M | Hold |
2,928
| – | – | 0.38% | 20 |
|
|
2023
Q2 | $1.41M | Buy |
2,928
+17
| +0.6% | +$8.17K | 0.36% | 22 |
|
|
2023
Q1 | $1.53M | Sell |
2,911
-32
| -1% | -$16.8K | 0.42% | 18 |
|
|
2022
Q4 | $1.56M | Buy |
2,943
+723
| +33% | +$383K | 0.47% | 18 |
|
|
2022
Q3 | $1.11M | Sell |
2,220
-38
| -2% | -$19K | 0.88% | 13 |
|
|
2022
Q2 | $1.16M | Buy |
2,258
+259
| +13% | +$133K | 0.92% | 13 |
|
|
2022
Q1 | $1.02M | Hold |
1,999
| – | – | 2.93% | 9 |
|
|
2021
Q4 | $959K | Buy |
+1,999
| New | +$959K | 0.76% | 15 |
|