SFE Investment Counsel’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 |
-549
| Closed | -$288K | – | 152 |
|
|
2025
Q1 | $288K | Buy |
549
+74
| +16% | +$38.8K | 0.06% | 121 |
|
|
2024
Q4 | $240K | Sell |
475
-90
| -16% | -$45.5K | 0.05% | 103 |
|
|
2024
Q3 | $330K | Hold |
565
| – | – | 0.07% | 107 |
|
|
2024
Q2 | $288K | Sell |
565
-133
| -19% | -$67.7K | 0.06% | 112 |
|
|
2024
Q1 | $345K | Buy |
+698
| New | +$345K | 0.08% | 111 |
|