Slocum, Gordon & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.4K | Hold |
200
| – | – | 0.05% | 79 |
|
|
2025
Q1 | $105K | Hold |
200
| – | – | 0.08% | 70 |
|
|
2024
Q4 | $101K | Hold |
200
| – | – | 0.08% | 69 |
|
|
2024
Q3 | $117K | Hold |
200
| – | – | 0.05% | 71 |
|
|
2024
Q2 | $102K | Hold |
200
| – | – | 0.08% | 70 |
|
|
2024
Q1 | $98.9K | Hold |
200
| – | – | 0.07% | 69 |
|
|
2023
Q4 | $105K | Hold |
200
| – | – | 0.09% | 64 |
|
|
2023
Q3 | $101K | Hold |
200
| – | – | 0.09% | 68 |
|
|
2023
Q2 | $96.1K | Buy |
200
+32
| +19% | +$15.4K | 0.07% | 65 |
|
|
2023
Q1 | $79.4K | Hold |
168
| – | – | 0.07% | 69 |
|
|
2022
Q4 | $89.1K | Buy |
+168
| New | +$89.1K | 0.06% | 64 |
|