Shepherd Financial Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Sell |
1,368
-4,443
| -76% | -$1.39M | 0.05% | 167 |
|
|
2025
Q1 | $3.04M | Buy |
5,811
+35
| +0.6% | +$18.3K | 0.36% | 56 |
|
|
2024
Q4 | $2.92M | Sell |
5,776
-100
| -2% | -$50.6K | 0.35% | 49 |
|
|
2024
Q3 | $3.44M | Buy |
5,876
+99
| +2% | +$57.9K | 0.41% | 40 |
|
|
2024
Q2 | $2.94M | Sell |
5,777
-73
| -1% | -$37.2K | 0.38% | 44 |
|
|
2024
Q1 | $2.89M | Buy |
5,850
+114
| +2% | +$56.4K | 0.38% | 42 |
|
|
2023
Q4 | $3.02M | Buy |
5,736
+22
| +0.4% | +$11.6K | 0.43% | 42 |
|
|
2023
Q3 | $2.88M | Buy |
5,714
+309
| +6% | +$156K | 0.45% | 43 |
|
|
2023
Q2 | $2.6M | Buy |
5,405
+111
| +2% | +$53.3K | 0.4% | 46 |
|
|
2023
Q1 | $2.5M | Sell |
5,294
-1,293
| -20% | -$611K | 0.42% | 44 |
|
|
2022
Q4 | $3.49M | Buy |
6,587
+75
| +1% | +$39.8K | 0.63% | 29 |
|
|
2022
Q3 | $3.29M | Buy |
6,512
+298
| +5% | +$151K | 0.64% | 27 |
|
|
2022
Q2 | $3.19M | Buy |
6,214
+284
| +5% | +$146K | 0.62% | 30 |
|
|
2022
Q1 | $3.02M | Buy |
5,930
+358
| +6% | +$183K | 0.54% | 34 |
|
|
2021
Q4 | $2.81M | Buy |
5,572
+146
| +3% | +$73.5K | 0.49% | 42 |
|
|
2021
Q3 | $2.12M | Buy |
5,426
+3,151
| +139% | +$1.23M | 0.41% | 47 |
|
|
2021
Q2 | $911K | Hold |
2,275
| – | – | 0.17% | 90 |
|
|
2021
Q1 | $846K | Hold |
2,275
| – | – | 0.19% | 94 |
|
|
2020
Q4 | $796K | Buy |
2,275
+350
| +18% | +$122K | 0.18% | 92 |
|
|
2020
Q3 | $600K | Sell |
1,925
-65
| -3% | -$20.3K | 0.14% | 90 |
|
|
2020
Q2 | $587K | Buy |
1,990
+565
| +40% | +$167K | 0.16% | 82 |
|
|
2020
Q1 | $355K | Buy |
+1,425
| New | +$355K | 0.12% | 90 |
|