Sharp 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 |
-685
| Closed | -$359K | – | 99 |
|
|
2025
Q1 | $359K | Sell |
685
-200
| -23% | -$105K | 0.27% | 53 |
|
|
2024
Q4 | $447K | Buy |
885
+88
| +11% | +$44.5K | 0.34% | 45 |
|
|
2024
Q3 | $466K | Sell |
797
-32
| -4% | -$18.7K | 0.36% | 49 |
|
|
2024
Q2 | $422K | Sell |
829
-371
| -31% | -$189K | 0.36% | 50 |
|
|
2024
Q1 | $594K | Buy |
+1,200
| New | +$594K | 0.55% | 33 |
|