Security Financial Services’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 |
-984
| Closed | -$515K | – | 186 |
|
|
2025
Q1 | $515K | Buy |
984
+87
| +10% | +$45.6K | 0.1% | 104 |
|
|
2024
Q4 | $454K | Buy |
897
+47
| +6% | +$23.8K | 0.09% | 106 |
|
|
2024
Q3 | $497K | Buy |
850
+227
| +36% | +$133K | 0.1% | 98 |
|
|
2024
Q2 | $317K | Buy |
623
+6
| +1% | +$3.06K | 0.07% | 121 |
|
|
2024
Q1 | $305K | Buy |
617
+59
| +11% | +$29.2K | 0.07% | 139 |
|
|
2023
Q4 | $294K | Buy |
558
+6
| +1% | +$3.16K | 0.07% | 128 |
|
|
2023
Q3 | $278K | Buy |
552
+15
| +3% | +$7.56K | 0.08% | 129 |
|
|
2023
Q2 | $258K | Buy |
+537
| New | +$258K | 0.07% | 127 |
|