Resurgent 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 | $417K | Sell |
1,338
-7
| -0.5% | -$2.18K | 0.23% | 124 |
|
|
2025
Q1 | $704K | Buy |
1,345
+41
| +3% | +$21.5K | 0.42% | 66 |
|
|
2024
Q4 | $660K | Sell |
1,304
-67
| -5% | -$33.9K | 0.39% | 73 |
|
|
2024
Q3 | $802K | Sell |
1,371
-33
| -2% | -$19.3K | 0.47% | 61 |
|
|
2024
Q2 | $715K | Buy |
1,404
+38
| +3% | +$19.4K | 0.44% | 67 |
|
|
2024
Q1 | $676K | Buy |
1,366
+18
| +1% | +$8.91K | 0.36% | 81 |
|
|
2023
Q4 | $710K | Buy |
1,348
+251
| +23% | +$132K | 0.44% | 56 |
|
|
2023
Q3 | $553K | Sell |
1,097
-91
| -8% | -$45.9K | 0.38% | 69 |
|
|
2023
Q2 | $571K | Sell |
1,188
-527
| -31% | -$253K | 0.38% | 69 |
|
|
2023
Q1 | $810K | Sell |
1,715
-886
| -34% | -$419K | 0.54% | 47 |
|
|
2022
Q4 | $1.38M | Buy |
2,601
+229
| +10% | +$121K | 0.73% | 33 |
|
|
2022
Q3 | $1.2M | Buy |
2,372
+834
| +54% | +$421K | 0.8% | 35 |
|
|
2022
Q2 | $790K | Buy |
1,538
+98
| +7% | +$50.3K | 0.51% | 50 |
|
|
2022
Q1 | $735K | Buy |
1,440
+576
| +67% | +$294K | 0.46% | 60 |
|
|
2021
Q4 | $434K | Buy |
+864
| New | +$434K | 0.35% | 75 |
|