Prosperity Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Buy |
2,272
+352
| +18% | +$110K | 0.3% | 83 |
|
|
2025
Q1 | $1.01M | Buy |
1,920
+12
| +0.6% | +$6.28K | 0.5% | 54 |
|
|
2024
Q4 | $965K | Buy |
1,908
+175
| +10% | +$88.5K | 0.48% | 55 |
|
|
2024
Q3 | $1.01M | Sell |
1,733
-300
| -15% | -$175K | 0.57% | 48 |
|
|
2024
Q2 | $1.04M | Buy |
2,033
+41
| +2% | +$20.9K | 0.65% | 45 |
|
|
2024
Q1 | $986K | Buy |
1,992
+121
| +6% | +$59.9K | 0.61% | 46 |
|
|
2023
Q4 | $985K | Sell |
1,871
-43
| -2% | -$22.6K | 0.68% | 34 |
|
|
2023
Q3 | $965K | Buy |
1,914
+28
| +1% | +$14.1K | 0.8% | 31 |
|
|
2023
Q2 | $906K | Buy |
1,886
+87
| +5% | +$41.8K | 0.8% | 34 |
|
|
2023
Q1 | $850K | Buy |
1,799
+6
| +0.3% | +$2.84K | 0.86% | 31 |
|
|
2022
Q4 | $951K | Buy |
+1,793
| New | +$951K | 1.03% | 23 |
|