Prossimo 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
$462K Sell
1,481
-1,997
-57% -$623K 0.37% 76
2025
Q1
$1.82M Sell
3,478
-36
-1% -$18.9K 1.37% 15
2024
Q4
$1.78M Buy
3,514
+11
+0.3% +$5.57K 1.29% 14
2024
Q3
$2.05M Buy
3,503
+66
+2% +$38.6K 1.5% 11
2024
Q2
$1.75M Buy
3,437
+299
+10% +$152K 1.58% 11
2024
Q1
$1.55M Sell
3,138
-191
-6% -$94.5K 3% 8
2023
Q4
$1.75M Buy
3,329
+55
+2% +$29K 3.71% 5
2023
Q3
$1.65M Sell
3,274
-15
-0.5% -$7.56K 3.89% 5
2023
Q2
$1.58M Buy
3,289
+25
+0.8% +$12K 1.52% 11
2023
Q1
$1.54M Buy
3,264
+61
+2% +$28.8K 3.77% 5
2022
Q4
$1.7M Buy
+3,203
New +$1.7M 3.93% 6