Secured Retirement Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Buy |
7,106
+4,144
| +140% | +$1.29M | 1.32% | 15 |
|
|
2025
Q1 | $1.55M | Sell |
2,962
-6,301
| -68% | -$3.3M | 1% | 26 |
|
|
2024
Q4 | $4.69M | Buy |
9,263
+266
| +3% | +$135K | 2.68% | 2 |
|
|
2024
Q3 | $5.26M | Buy |
8,997
+111
| +1% | +$64.9K | 3.79% | 1 |
|
|
2024
Q2 | $4.53M | Buy |
8,886
+1,187
| +15% | +$604K | 3.53% | 2 |
|
|
2024
Q1 | $3.81M | Buy |
7,699
+896
| +13% | +$443K | 3.23% | 2 |
|
|
2023
Q4 | $3.58M | Buy |
+6,803
| New | +$3.58M | 3.44% | 3 |
|