Resonant 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 | $820K | Sell |
2,628
-367
| -12% | -$114K | 0.05% | 178 |
|
|
2025
Q1 | $1.57M | Buy |
2,995
+365
| +14% | +$191K | 0.11% | 122 |
|
|
2024
Q4 | $1.33M | Buy |
2,630
+43
| +2% | +$21.8K | 0.1% | 135 |
|
|
2024
Q3 | $1.51M | Buy |
2,587
+361
| +16% | +$211K | 0.11% | 123 |
|
|
2024
Q2 | $1.13M | Buy |
2,226
+181
| +9% | +$92.2K | 0.09% | 134 |
|
|
2024
Q1 | $1.01M | Buy |
2,045
+348
| +21% | +$172K | 0.09% | 141 |
|
|
2023
Q4 | $893K | Buy |
1,697
+111
| +7% | +$58.4K | 0.09% | 140 |
|
|
2023
Q3 | $800K | Sell |
1,586
-232
| -13% | -$117K | 0.09% | 138 |
|
|
2023
Q2 | $874K | Buy |
1,818
+73
| +4% | +$35.1K | 0.1% | 124 |
|
|
2023
Q1 | $825K | Buy |
1,745
+94
| +6% | +$44.4K | 0.09% | 126 |
|
|
2022
Q4 | $875K | Buy |
1,651
+508
| +44% | +$269K | 0.11% | 125 |
|
|
2022
Q3 | $577K | Buy |
1,143
+106
| +10% | +$53.5K | 0.09% | 138 |
|
|
2022
Q2 | $533K | Buy |
1,037
+242
| +30% | +$124K | 0.08% | 145 |
|
|
2022
Q1 | $408K | Buy |
795
+211
| +36% | +$108K | 0.06% | 156 |
|
|
2021
Q4 | $293K | Buy |
+584
| New | +$293K | 0.04% | 175 |
|