Sovereign Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Buy |
2,249
+69
| +3% | +$21.5K | 0.14% | 128 |
|
|
2025
Q1 | $1.14M | Buy |
2,180
+97
| +5% | +$50.8K | 0.26% | 73 |
|
|
2024
Q4 | $1.05M | Sell |
2,083
-54
| -3% | -$27.3K | 0.24% | 81 |
|
|
2024
Q3 | $1.25M | Sell |
2,137
-48
| -2% | -$28.1K | 0.29% | 69 |
|
|
2024
Q2 | $1.11M | Buy |
2,185
+59
| +3% | +$30K | 0.28% | 73 |
|
|
2024
Q1 | $1.05M | Buy |
2,126
+48
| +2% | +$23.7K | 0.28% | 73 |
|
|
2023
Q4 | $1.09M | Buy |
2,078
+124
| +6% | +$65.3K | 0.33% | 64 |
|
|
2023
Q3 | $985K | Sell |
1,954
-177
| -8% | -$89.3K | 0.35% | 64 |
|
|
2023
Q2 | $1.02M | Buy |
2,131
+109
| +5% | +$52.4K | 0.33% | 72 |
|
|
2023
Q1 | $955K | Buy |
2,022
+79
| +4% | +$37.3K | 0.35% | 73 |
|
|
2022
Q4 | $1.03M | Buy |
1,943
+335
| +21% | +$178K | 0.41% | 65 |
|
|
2022
Q3 | $812K | Sell |
1,608
-24
| -1% | -$12.1K | 0.33% | 75 |
|
|
2022
Q2 | $838K | Buy |
1,632
+10
| +0.6% | +$5.14K | 0.33% | 78 |
|
|
2022
Q1 | $827K | Buy |
1,622
+234
| +17% | +$119K | 0.31% | 83 |
|
|
2021
Q4 | $697K | Buy |
1,388
+155
| +13% | +$77.8K | 0.28% | 94 |
|
|
2021
Q3 | $482K | Buy |
1,233
+30
| +2% | +$11.7K | 0.28% | 83 |
|
|
2021
Q2 | $448K | Hold |
1,203
| – | – | 0.27% | 80 |
|
|
2021
Q1 | $448K | Buy |
1,203
+5
| +0.4% | +$1.86K | 0.28% | 78 |
|
|
2020
Q4 | $420K | Buy |
+1,198
| New | +$420K | 0.3% | 72 |
|