Quantum 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 | $449K | Sell |
1,438
-73
| -5% | -$22.8K | 0.06% | 98 |
|
|
2025
Q1 | $792K | Sell |
1,511
-11
| -0.7% | -$5.76K | 0.12% | 76 |
|
|
2024
Q4 | $770K | Hold |
1,522
| – | – | 0.12% | 71 |
|
|
2024
Q3 | $890K | Hold |
1,522
| – | – | 0.14% | 70 |
|
|
2024
Q2 | $775K | Hold |
1,522
| – | – | 0.14% | 68 |
|
|
2024
Q1 | $753K | Sell |
1,522
-24
| -2% | -$11.9K | 0.14% | 69 |
|
|
2023
Q4 | $814K | Sell |
1,546
-142
| -8% | -$74.8K | 0.2% | 35 |
|
|
2023
Q3 | $851K | Buy |
1,688
+159
| +10% | +$80.2K | 0.25% | 32 |
|
|
2023
Q2 | $735K | Hold |
1,529
| – | – | 0.22% | 30 |
|
|
2023
Q1 | $723K | Sell |
1,529
-93
| -6% | -$44K | 0.23% | 29 |
|
|
2022
Q4 | $860K | Buy |
1,622
+10
| +0.6% | +$5.3K | 0.39% | 21 |
|
|
2022
Q3 | $814K | Hold |
1,612
| – | – | 0.36% | 22 |
|
|
2022
Q2 | $867K | Buy |
+1,612
| New | +$867K | 0.33% | 24 |
|