Prosperity Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
3,767
-335
| -8% | -$105K | 0.11% | 104 |
|
|
2025
Q1 | $2.15M | Buy |
4,102
+133
| +3% | +$69.6K | 0.17% | 99 |
|
|
2024
Q4 | $2.01M | Buy |
3,969
+1,602
| +68% | +$811K | 0.16% | 101 |
|
|
2024
Q3 | $1.38M | Buy |
2,367
+238
| +11% | +$139K | 0.12% | 123 |
|
|
2024
Q2 | $1.08M | Sell |
2,129
-1,874
| -47% | -$955K | 0.12% | 126 |
|
|
2024
Q1 | $1.98M | Buy |
4,003
+2,038
| +104% | +$1.01M | 0.23% | 71 |
|
|
2023
Q4 | $1.03M | Buy |
1,965
+968
| +97% | +$510K | 0.11% | 98 |
|
|
2023
Q3 | $503K | Sell |
997
-8
| -0.8% | -$4.03K | 0.07% | 141 |
|
|
2023
Q2 | $483K | Sell |
1,005
-38
| -4% | -$18.3K | 0.07% | 139 |
|
|
2023
Q1 | $493K | Buy |
1,043
+41
| +4% | +$19.4K | 0.08% | 120 |
|
|
2022
Q4 | $531K | Buy |
+1,002
| New | +$531K | 0.16% | 93 |
|