Semmax Financial 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 | $801K | Buy |
3,192
+384
| +14% | +$96.3K | 0.21% | 105 |
|
|
2025
Q1 | $1.07M | Sell |
2,808
-43
| -2% | -$16.4K | 0.29% | 93 |
|
|
2024
Q4 | $1.51M | Buy |
2,851
+64
| +2% | +$34K | 0.4% | 75 |
|
|
2024
Q3 | $1.71M | Sell |
2,787
-284
| -9% | -$175K | 0.47% | 73 |
|
|
2024
Q2 | $1.76M | Sell |
3,071
-939
| -23% | -$539K | 0.53% | 68 |
|
|
2024
Q1 | $2.05M | Buy |
4,010
+1,687
| +73% | +$863K | 0.68% | 60 |
|
|
2023
Q4 | $1.2M | Buy |
2,323
+245
| +12% | +$127K | 0.44% | 67 |
|
|
2023
Q3 | $1.13M | Buy |
+2,078
| New | +$1.13M | 0.45% | 61 |
|
|
2022
Q4 | $722K | Sell |
1,488
-162
| -10% | -$78.6K | 0.29% | 62 |
|
|
2022
Q3 | $899K | Sell |
1,650
-300
| -15% | -$163K | 0.38% | 57 |
|
|
2022
Q2 | $1.05M | Sell |
1,950
-201
| -9% | -$108K | 0.43% | 63 |
|
|
2022
Q1 | $1.1M | Sell |
2,151
-172
| -7% | -$87.7K | 0.43% | 71 |
|
|
2021
Q4 | $1.17M | Sell |
2,323
-755
| -25% | -$379K | 0.43% | 71 |
|
|
2021
Q3 | $1.2M | Sell |
3,078
-294
| -9% | -$115K | 0.42% | 72 |
|
|
2021
Q2 | $1.35M | Buy |
3,372
+476
| +16% | +$191K | 0.43% | 72 |
|
|
2021
Q1 | $1.08M | Buy |
2,896
+87
| +3% | +$32.4K | 0.38% | 76 |
|
|
2020
Q4 | $985K | Buy |
2,809
+221
| +9% | +$77.5K | 0.41% | 73 |
|
|
2020
Q3 | $807K | Buy |
2,588
+244
| +10% | +$76.1K | 0.38% | 73 |
|
|
2020
Q2 | $691K | Buy |
2,344
+319
| +16% | +$94K | 0.36% | 72 |
|
|
2020
Q1 | $505K | Buy |
2,025
+154
| +8% | +$38.4K | 0.32% | 72 |
|
|
2019
Q4 | $550K | Buy |
1,871
+62
| +3% | +$18.2K | 0.3% | 66 |
|
|
2019
Q3 | $393K | Buy |
1,809
+445
| +33% | +$96.7K | 0.24% | 70 |
|
|
2019
Q2 | $333K | Buy |
1,364
+616
| +82% | +$150K | 0.21% | 73 |
|
|
2019
Q1 | $185K | Buy |
748
+350
| +88% | +$86.6K | 0.13% | 130 |
|
|
2018
Q4 | $99K | Buy |
+398
| New | +$99K | 0.08% | 157 |
|