ROI 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 | $859K | Sell |
2,755
-1,095
| -28% | -$342K | 0.55% | 33 |
|
|
2025
Q1 | $2.02M | Sell |
3,850
-1,181
| -23% | -$618K | 1.47% | 19 |
|
|
2024
Q4 | $2.54M | Sell |
5,031
-216
| -4% | -$109K | 1.73% | 18 |
|
|
2024
Q3 | $3.07M | Buy |
5,247
+65
| +1% | +$38K | 2.12% | 18 |
|
|
2024
Q2 | $2.64M | Sell |
5,182
-254
| -5% | -$129K | 1.92% | 17 |
|
|
2024
Q1 | $2.69M | Sell |
5,436
-128
| -2% | -$63.3K | 2.11% | 17 |
|
|
2023
Q4 | $2.93M | Buy |
+5,564
| New | +$2.93M | 2.42% | 13 |
|