Sowell Financial Services’s UnitedHealth UNH Stock Holding History

Sowell Financial Services’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.82M	Sell	5,819 -5,661	-49%	-$1.77M	0.07%	286
2025 Q1	$6.01M	Buy	11,480 +447	+4%	+$234K	0.27%	74
2024 Q4	$5.58M	Buy	11,033 +5	+0%	+$2.53K	0.29%	78
2024 Q3	$6.45M	Sell	11,028 -407	-4%	-$238K	0.3%	80
2024 Q2	$5.82M	Sell	11,435 -1,499	-12%	-$763K	0.28%	82
2024 Q1	$6.4M	Sell	12,934 -495	-4%	-$245K	0.3%	79
2023 Q4	$7.07M	Buy	13,429 +1,126	+9%	+$593K	0.38%	65
2023 Q3	$6.2M	Sell	12,303 -2,610	-18%	-$1.32M	0.39%	61
2023 Q2	$7.17M	Buy	14,913 +6,141	+70%	+$2.95M	0.4%	55
2023 Q1	$4.15M	Sell	8,772 -4,372	-33%	-$2.07M	0.32%	72
2022 Q4	$6.97M	Sell	13,144 -720	-5%	-$382K	0.45%	44
2022 Q3	$7M	Sell	13,864 -2,217	-14%	-$1.12M	0.71%	22
2022 Q2	$8.26M	Buy	+16,081	New	+$8.26M	0.76%	27
2022 Q1	–	Sell	-14,033	Closed	-$7.05M	–	499
2021 Q4	$7.05M	Buy	14,033 +960	+7%	+$482K	0.4%	53
2021 Q3	$5.11M	Buy	13,073 +320	+3%	+$125K	0.35%	64
2021 Q2	$5.11M	Sell	12,753 -2,840	-18%	-$1.14M	0.34%	70
2021 Q1	$6.47M	Sell	15,593 -139	-0.9%	-$57.7K	0.23%	93
2020 Q4	$5.52M	Buy	15,732 +1,282	+9%	+$450K	0.24%	89
2020 Q3	$4.51M	Buy	14,450 +91	+0.6%	+$28.4K	0.23%	100
2020 Q2	$4.24M	Sell	14,359 -6,296	-30%	-$1.86M	0.23%	98
2020 Q1	$5.15M	Buy	20,655 +1,575	+8%	+$393K	0.38%	62
2019 Q4	$5.61M	Buy	19,080 +3,629	+23%	+$1.07M	0.43%	46
2019 Q3	$3.36M	Buy	+15,451	New	+$3.36M	0.28%	77
2019 Q1	$2.5M	Buy	10,118 +392	+4%	+$96.9K	0.28%	80
2018 Q4	$2.42M	Sell	9,726 -641	-6%	-$160K	0.34%	64
2018 Q3	$2.76M	Buy	10,367 +1,178	+13%	+$313K	0.4%	53
2018 Q2	$2.4M	Sell	9,189 -352	-4%	-$91.8K	0.51%	51
2018 Q1	$2.23M	Sell	9,541 -878	-8%	-$205K	0.56%	47
2017 Q4	$2.53M	Buy	10,419 +3,332	+47%	+$810K	0.62%	48
2017 Q3	$1.49M	Buy	7,087 +1,710	+32%	+$358K	0.39%	63
2017 Q2	$1.05M	Buy	5,377 +1,301	+32%	+$254K	0.3%	75
2017 Q1	$716K	Buy	4,076 +2,628	+181%	+$462K	0.21%	105
2016 Q4	$236K	Buy	+1,448	New	+$236K	0.08%	174