Second Half 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 |
-1,677
| Closed | -$878K | – | 98 |
|
|
2025
Q1 | $878K | Sell |
1,677
-123
| -7% | -$64.4K | 0.44% | 34 |
|
|
2024
Q4 | $911K | Sell |
1,800
-5,770
| -76% | -$2.92M | 0.44% | 39 |
|
|
2024
Q3 | $4.43M | Sell |
7,570
-4,260
| -36% | -$2.49M | 2.35% | 10 |
|
|
2024
Q2 | $6.02M | Buy |
11,830
+6,000
| +103% | +$3.06M | 4.82% | 8 |
|
|
2024
Q1 | $2.88M | Buy |
5,830
+5,428
| +1,350% | +$2.69M | 1.28% | 29 |
|
|
2023
Q4 | $212K | Buy |
402
+5
| +1% | +$2.63K | 0.1% | 47 |
|
|
2023
Q3 | $200K | Sell |
397
-5,042
| -93% | -$2.54M | 0.1% | 39 |
|
|
2023
Q2 | $2.61M | Buy |
+5,439
| New | +$2.61M | 0.6% | 56 |
|
|
2023
Q1 | – | Sell |
-10,692
| Closed | -$5.34M | – | 48 |
|
|
2022
Q4 | $5.34M | Buy |
10,692
+5,552
| +108% | +$2.77M | 3.48% | 8 |
|
|
2022
Q3 | $2.6M | Sell |
5,140
-6,898
| -57% | -$3.48M | 3.23% | 12 |
|
|
2022
Q2 | $4.48M | Hold |
12,038
| – | – | 3.44% | 2 |
|
|
2022
Q1 | $4.48M | Buy |
+12,038
| New | +$4.48M | 3.44% | 2 |
|