Prosperitas Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-440
| Closed | -$223K | – | 70 |
|
|
2024
Q4 | $223K | Sell |
440
-3,963
| -90% | -$2.01M | 0.11% | 59 |
|
|
2024
Q3 | $2.57M | Buy |
4,403
+341
| +8% | +$199K | 1.39% | 30 |
|
|
2024
Q2 | $2.07M | Buy |
4,062
+594
| +17% | +$302K | 1.26% | 29 |
|
|
2024
Q1 | $1.72M | Buy |
3,468
+293
| +9% | +$145K | 1.1% | 35 |
|
|
2023
Q4 | $1.67M | Buy |
3,175
+249
| +9% | +$131K | 1.23% | 26 |
|
|
2023
Q3 | $1.48M | Buy |
+2,926
| New | +$1.48M | 1.15% | 22 |
|