Souders Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
3,464
-3,249
| -48% | -$1.01M | 0.14% | 81 |
|
|
2025
Q1 | $3.52M | Sell |
6,713
-2,699
| -29% | -$1.41M | 0.49% | 43 |
|
|
2024
Q4 | $4.76M | Sell |
9,412
-2,109
| -18% | -$1.07M | 0.67% | 36 |
|
|
2024
Q3 | $6.74M | Buy |
11,521
+60
| +0.5% | +$35.1K | 0.94% | 29 |
|
|
2024
Q2 | $5.84M | Buy |
11,461
+256
| +2% | +$130K | 0.88% | 32 |
|
|
2024
Q1 | $5.54M | Buy |
11,205
+365
| +3% | +$181K | 0.87% | 34 |
|
|
2023
Q4 | $5.71M | Sell |
10,840
-134
| -1% | -$70.5K | 0.98% | 27 |
|
|
2023
Q3 | $5.53M | Buy |
10,974
+634
| +6% | +$320K | 1.06% | 24 |
|
|
2023
Q2 | $4.97M | Sell |
10,340
-112
| -1% | -$53.8K | 0.95% | 28 |
|
|
2023
Q1 | $4.94M | Buy |
10,452
+52
| +0.5% | +$24.6K | 1.05% | 28 |
|
|
2022
Q4 | $5.51M | Buy |
10,400
+226
| +2% | +$120K | 1.26% | 22 |
|
|
2022
Q3 | $5.14M | Sell |
10,174
-376
| -4% | -$190K | 1.4% | 18 |
|
|
2022
Q2 | $5.42M | Sell |
10,550
-248
| -2% | -$127K | 1.56% | 14 |
|
|
2022
Q1 | $5.51M | Sell |
10,798
-20
| -0.2% | -$10.2K | 1.59% | 14 |
|
|
2021
Q4 | $5.43M | Buy |
10,818
+214
| +2% | +$107K | 1.56% | 14 |
|
|
2021
Q3 | $4.14M | Buy |
10,604
+459
| +5% | +$179K | 1.34% | 17 |
|
|
2021
Q2 | $4.06M | Buy |
10,145
+213
| +2% | +$85.3K | 1.37% | 17 |
|
|
2021
Q1 | $3.7M | Sell |
9,932
-1,247
| -11% | -$464K | 1.45% | 18 |
|
|
2020
Q4 | $3.92M | Buy |
11,179
+156
| +1% | +$54.7K | 1.71% | 12 |
|
|
2020
Q3 | $3.9M | Sell |
11,023
-1,359
| -11% | -$481K | 1.84% | 11 |
|
|
2020
Q2 | $3.65M | Buy |
12,382
+4,576
| +59% | +$1.35M | 2.09% | 10 |
|
|
2020
Q1 | $1.95M | Buy |
+7,806
| New | +$1.95M | 1.72% | 14 |
|