Root Financial Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Buy |
1,693
+263
| +18% | +$82.1K | 0.05% | 120 |
|
|
2025
Q1 | $749K | Sell |
1,430
-210
| -13% | -$110K | 0.08% | 84 |
|
|
2024
Q4 | $829K | Buy |
1,640
+122
| +8% | +$61.7K | 0.1% | 75 |
|
|
2024
Q3 | $888K | Buy |
1,518
+266
| +21% | +$156K | 0.14% | 53 |
|
|
2024
Q2 | $638K | Buy |
1,252
+112
| +10% | +$57K | 0.15% | 56 |
|
|
2024
Q1 | $564K | Buy |
+1,140
| New | +$564K | 0.17% | 52 |
|