Principal Securities’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.32M | Buy |
29,866
+3,512
| +13% | +$1.1M | 0.18% | 112 |
|
|
2025
Q1 | $13.3M | Hold |
26,354
| – | – | 0.3% | 65 |
|
|
2024
Q4 | $13.3M | Buy |
26,354
+2,628
| +11% | +$1.33M | 0.3% | 63 |
|
|
2024
Q3 | $13.9M | Buy |
23,726
+1,933
| +9% | +$1.13M | 0.34% | 52 |
|
|
2024
Q2 | $11.1M | Buy |
21,793
+1,310
| +6% | +$667K | 0.31% | 61 |
|
|
2024
Q1 | $10.1M | Buy |
20,483
+432
| +2% | +$214K | 0.32% | 67 |
|
|
2023
Q4 | $10.6M | Buy |
+20,051
| New | +$10.6M | 0.39% | 52 |
|