Sandbox 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 | – | Sell |
-471
| Closed | -$247K | – | 126 |
|
|
2025
Q1 | $247K | Sell |
471
-64
| -12% | -$33.6K | 0.09% | 97 |
|
|
2024
Q4 | $271K | Buy |
535
+17
| +3% | +$8.6K | 0.09% | 92 |
|
|
2024
Q3 | $303K | Sell |
518
-54
| -9% | -$31.6K | 0.11% | 83 |
|
|
2024
Q2 | $291K | Sell |
572
-284
| -33% | -$145K | 0.11% | 80 |
|
|
2024
Q1 | $423K | Sell |
856
-176
| -17% | -$87K | 0.18% | 66 |
|
|
2023
Q4 | $543K | Buy |
1,032
+21
| +2% | +$11.1K | 0.26% | 53 |
|
|
2023
Q3 | $510K | Sell |
1,011
-147
| -13% | -$74.1K | 0.27% | 50 |
|
|
2023
Q2 | $556K | Buy |
1,158
+45
| +4% | +$21.6K | 0.29% | 47 |
|
|
2023
Q1 | $526K | Buy |
1,113
+40
| +4% | +$18.9K | 0.32% | 43 |
|
|
2022
Q4 | $569K | Sell |
1,073
-18
| -2% | -$9.55K | 0.39% | 38 |
|
|
2022
Q3 | $551K | Buy |
1,091
+21
| +2% | +$10.6K | 0.4% | 37 |
|
|
2022
Q2 | $550K | Sell |
1,070
-48
| -4% | -$24.7K | 0.39% | 38 |
|
|
2022
Q1 | $570K | Sell |
1,118
-50
| -4% | -$25.5K | 0.33% | 37 |
|
|
2021
Q4 | $587K | Buy |
1,168
+126
| +12% | +$63.3K | 0.37% | 36 |
|
|
2021
Q3 | $407K | Sell |
1,042
-185
| -15% | -$72.3K | 0.29% | 48 |
|
|
2021
Q2 | $492K | Sell |
1,227
-42
| -3% | -$16.8K | 0.37% | 36 |
|
|
2021
Q1 | $462K | Sell |
1,269
-7
| -0.5% | -$2.55K | 0.38% | 38 |
|
|
2020
Q4 | $447K | Buy |
+1,276
| New | +$447K | 0.41% | 35 |
|