Seven Mile Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Sell |
1,169
-524
| -31% | -$163K | 0.22% | 95 |
|
|
2025
Q1 | $887K | Buy |
1,693
+110
| +7% | +$57.6K | 0.59% | 30 |
|
|
2024
Q4 | $801K | Sell |
1,583
-294
| -16% | -$149K | 0.51% | 30 |
|
|
2024
Q3 | $1.1M | Buy |
1,877
+151
| +9% | +$88.3K | 0.73% | 25 |
|
|
2024
Q2 | $879K | Buy |
1,726
+90
| +6% | +$45.8K | 0.65% | 29 |
|
|
2024
Q1 | $809K | Sell |
1,636
-22
| -1% | -$10.9K | 0.61% | 30 |
|
|
2023
Q4 | $873K | Buy |
1,658
+171
| +11% | +$90K | 0.76% | 26 |
|
|
2023
Q3 | $750K | Buy |
1,487
+206
| +16% | +$104K | 0.79% | 26 |
|
|
2023
Q2 | $616K | Buy |
+1,281
| New | +$616K | 0.72% | 31 |
|