Salomon & Ludwin’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Sell |
1,204
-7
| -0.6% | -$2.15K | 0.04% | 125 |
|
|
2025
Q1 | $634K | Hold |
1,211
| – | – | 0.07% | 93 |
|
|
2024
Q4 | $613K | Hold |
1,211
| – | – | 0.06% | 94 |
|
|
2024
Q3 | $708K | Buy |
1,211
+43
| +4% | +$25.1K | 0.07% | 93 |
|
|
2024
Q2 | $595K | Sell |
1,168
-430
| -27% | -$219K | 0.07% | 100 |
|
|
2024
Q1 | $787K | Buy |
1,598
+164
| +11% | +$80.7K | 0.07% | 102 |
|
|
2023
Q4 | $723K | Hold |
1,434
| – | – | 0.08% | 100 |
|
|
2023
Q3 | $723K | Hold |
1,434
| – | – | 0.08% | 100 |
|
|
2023
Q2 | $689K | Buy |
1,434
+270
| +23% | +$130K | 0.07% | 96 |
|
|
2023
Q1 | $550K | Hold |
1,164
| – | – | 0.07% | 103 |
|
|
2022
Q4 | $617K | Buy |
1,164
+21
| +2% | +$11.1K | 0.08% | 97 |
|
|
2022
Q3 | $577K | Buy |
+1,143
| New | +$577K | 0.09% | 82 |
|
|
2020
Q2 | – | Sell |
-21
| Closed | -$5K | – | 205 |
|
|
2020
Q1 | $5K | Hold |
21
| – | – | ﹤0.01% | 198 |
|
|
2019
Q4 | $6K | Buy |
+21
| New | +$6K | ﹤0.01% | 200 |
|
|
2019
Q2 | – | Sell |
-49
| Closed | -$12K | – | 277 |
|
|
2019
Q1 | $12K | Buy |
+49
| New | +$12K | ﹤0.01% | 156 |
|