Professional Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,150
| Closed | -$1.06M | – | 105 |
|
|
2024
Q1 | $1.06M | Buy |
2,150
+96
| +5% | +$47.5K | 0.3% | 53 |
|
|
2023
Q4 | $1.08M | Buy |
2,054
+132
| +7% | +$69.5K | 0.36% | 47 |
|
|
2023
Q3 | $969K | Buy |
1,922
+17
| +0.9% | +$8.57K | 0.44% | 46 |
|
|
2023
Q2 | $916K | Sell |
1,905
-333
| -15% | -$160K | 0.47% | 40 |
|
|
2023
Q1 | $1.14M | Buy |
2,238
+299
| +15% | +$152K | 0.67% | 29 |
|
|
2022
Q4 | $1.03M | Buy |
1,939
+11
| +0.6% | +$5.83K | 0.7% | 26 |
|
|
2022
Q3 | $974K | Sell |
1,928
-14
| -0.7% | -$7.07K | 0.6% | 30 |
|
|
2022
Q2 | $997K | Sell |
1,942
-296
| -13% | -$152K | 0.56% | 36 |
|
|
2022
Q1 | $1.14M | Sell |
2,238
-290
| -11% | -$148K | 0.49% | 38 |
|
|
2021
Q4 | $1.27M | Sell |
2,528
-4
| -0.2% | -$2.01K | 0.55% | 36 |
|
|
2021
Q3 | $989K | Buy |
2,532
+59
| +2% | +$23K | 0.57% | 35 |
|
|
2021
Q2 | $985K | Sell |
2,473
-4
| -0.2% | -$1.59K | 0.54% | 36 |
|
|
2021
Q1 | $922K | Buy |
2,477
+291
| +13% | +$108K | 0.57% | 37 |
|
|
2020
Q4 | $767K | Buy |
2,186
+60
| +3% | +$21.1K | 0.6% | 41 |
|
|
2020
Q3 | $649K | Buy |
2,126
+94
| +5% | +$28.7K | 0.61% | 40 |
|
|
2020
Q2 | $599K | Buy |
+2,032
| New | +$599K | 0.79% | 35 |
|