Retirement Planning Company of New England’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
4,210
+3,619
| +612% | +$1.13M | 0.59% | 43 |
|
|
2025
Q1 | $310K | Buy |
591
+50
| +9% | +$26.2K | 0.15% | 168 |
|
|
2024
Q4 | $274K | Buy |
541
+78
| +17% | +$39.5K | 0.13% | 183 |
|
|
2024
Q3 | $271K | Buy |
463
+15
| +3% | +$8.79K | 0.14% | 181 |
|
|
2024
Q2 | $228K | Buy |
448
+23
| +5% | +$11.7K | 0.12% | 190 |
|
|
2024
Q1 | $210K | Sell |
425
-28
| -6% | -$13.9K | 0.12% | 206 |
|
|
2023
Q4 | $239K | Buy |
453
+3
| +0.7% | +$1.58K | 0.11% | 194 |
|
|
2023
Q3 | $227K | Sell |
450
-50
| -10% | -$25.2K | 0.13% | 174 |
|
|
2023
Q2 | $240K | Sell |
500
-27
| -5% | -$13K | 0.14% | 185 |
|
|
2023
Q1 | $249K | Buy |
+527
| New | +$249K | 0.15% | 177 |
|
|
2022
Q1 | – | Sell |
-172
| Closed | -$86K | – | 844 |
|
|
2021
Q4 | $86K | Buy |
+172
| New | +$86K | 0.04% | 328 |
|