Retirement Guys Formula’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
9,511
+3,998
| +73% | +$1.25M | 1.13% | 21 |
|
|
2025
Q1 | $2.89M | Buy |
5,513
+1,417
| +35% | +$742K | 1.43% | 14 |
|
|
2024
Q4 | $2.07M | Buy |
4,096
+41
| +1% | +$20.7K | 1.04% | 22 |
|
|
2024
Q3 | $2.37M | Sell |
4,055
-42
| -1% | -$24.6K | 1.1% | 19 |
|
|
2024
Q2 | $2.09M | Buy |
4,097
+347
| +9% | +$177K | 1% | 22 |
|
|
2024
Q1 | $1.86M | Buy |
3,750
+1,767
| +89% | +$874K | 0.9% | 33 |
|
|
2023
Q4 | $1.04M | Buy |
1,983
+99
| +5% | +$52.1K | 0.56% | 50 |
|
|
2023
Q3 | $950K | Buy |
+1,884
| New | +$950K | 0.66% | 36 |
|
|
2022
Q3 | – | Sell |
-967
| Closed | -$497K | – | 135 |
|
|
2022
Q2 | $497K | Buy |
967
+310
| +47% | +$159K | 0.51% | 41 |
|
|
2022
Q1 | $335K | Sell |
657
-389
| -37% | -$198K | 0.22% | 79 |
|
|
2021
Q4 | $525K | Buy |
+1,046
| New | +$525K | 0.42% | 51 |
|