Pure Financial 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 | $4.95M | Buy |
15,876
+11,045
| +229% | +$3.45M | 0.09% | 104 |
|
2025
Q1 | $2.53M | Buy |
4,831
+1,157
| +31% | +$606K | 0.05% | 115 |
|
2024
Q4 | $1.86M | Buy |
3,674
+102
| +3% | +$51.6K | 0.04% | 123 |
|
2024
Q3 | $2.09M | Sell |
3,572
-897
| -20% | -$524K | 0.05% | 114 |
|
2024
Q2 | $2.28M | Buy |
4,469
+73
| +2% | +$37.2K | 0.06% | 106 |
|
2024
Q1 | $2.17M | Buy |
4,396
+937
| +27% | +$464K | 0.07% | 109 |
|
2023
Q4 | $1.82M | Buy |
3,459
+468
| +16% | +$246K | 0.06% | 115 |
|
2023
Q3 | $1.51M | Buy |
2,991
+222
| +8% | +$112K | 0.06% | 106 |
|
2023
Q2 | $1.33M | Buy |
2,769
+8
| +0.3% | +$3.85K | 0.06% | 112 |
|
2023
Q1 | $1.3M | Buy |
2,761
+16
| +0.6% | +$7.56K | 0.06% | 107 |
|
2022
Q4 | $1.46M | Buy |
2,745
+345
| +14% | +$183K | 0.08% | 102 |
|
2022
Q3 | $1.21M | Buy |
2,400
+166
| +7% | +$83.8K | 0.07% | 101 |
|
2022
Q2 | $1.15M | Buy |
2,234
+22
| +1% | +$11.3K | 0.07% | 107 |
|
2022
Q1 | $1.13M | Buy |
2,212
+3
| +0.1% | +$1.53K | 0.05% | 100 |
|
2021
Q4 | $1.11M | Buy |
2,209
+152
| +7% | +$76.3K | 0.06% | 95 |
|
2021
Q3 | $804K | Buy |
2,057
+36
| +2% | +$14.1K | 0.06% | 104 |
|
2021
Q2 | $809K | Buy |
2,021
+4
| +0.2% | +$1.6K | 0.07% | 103 |
|
2021
Q1 | $751K | Buy |
2,017
+11
| +0.5% | +$4.1K | 0.07% | 96 |
|
2020
Q4 | $704K | Buy |
2,006
+1
| +0% | +$351 | 0.08% | 101 |
|
2020
Q3 | $625K | Buy |
2,005
+2
| +0.1% | +$623 | 0.09% | 95 |
|
2020
Q2 | $591K | Sell |
2,003
-1
| -0% | -$295 | 0.09% | 86 |
|
2020
Q1 | $500K | Sell |
2,004
-58
| -3% | -$14.5K | 0.08% | 90 |
|
2019
Q4 | $606K | Buy |
2,062
+73
| +4% | +$21.5K | 0.1% | 90 |
|
2019
Q3 | $432K | Sell |
1,989
-35
| -2% | -$7.6K | 0.08% | 96 |
|
2019
Q2 | $494K | Sell |
2,024
-74
| -4% | -$18.1K | 0.09% | 92 |
|
2019
Q1 | $519K | Buy |
2,098
+237
| +13% | +$58.6K | 0.1% | 89 |
|
2018
Q4 | $464K | Sell |
1,861
-27
| -1% | -$6.73K | 0.09% | 92 |
|
2018
Q3 | $502K | Buy |
+1,888
| New | +$502K | 0.11% | 87 |
|