Seamount Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
818
+37
| +5% | +$11.5K | 0.13% | 113 |
|
|
2025
Q1 | $409K | Sell |
781
-33
| -4% | -$17.3K | 0.28% | 74 |
|
|
2024
Q4 | $412K | Sell |
814
-33
| -4% | -$16.7K | 0.28% | 73 |
|
|
2024
Q3 | $495K | Hold |
847
| – | – | 0.37% | 63 |
|
|
2024
Q2 | $431K | Sell |
847
-15
| -2% | -$7.64K | 0.35% | 64 |
|
|
2024
Q1 | $426K | Sell |
862
-842
| -49% | -$417K | 0.37% | 64 |
|
|
2023
Q4 | $897K | Buy |
+1,704
| New | +$897K | 0.86% | 30 |
|