Steph & 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 | $514K | Buy |
1,646
+278
| +20% | +$86.7K | 0.17% | 58 |
|
|
2025
Q1 | $716K | Sell |
1,368
-91
| -6% | -$47.7K | 0.26% | 42 |
|
|
2024
Q4 | $738K | Sell |
1,459
-37
| -2% | -$18.7K | 0.25% | 39 |
|
|
2024
Q3 | $875K | Buy |
1,496
+24
| +2% | +$14K | 0.28% | 33 |
|
|
2024
Q2 | $750K | Sell |
1,472
-97
| -6% | -$49.4K | 0.26% | 34 |
|
|
2024
Q1 | $776K | Sell |
1,569
-140
| -8% | -$69.3K | 0.27% | 35 |
|
|
2023
Q4 | $900K | Sell |
1,709
-54
| -3% | -$28.4K | 0.44% | 28 |
|
|
2023
Q3 | $889K | Buy |
1,763
+103
| +6% | +$51.9K | 0.5% | 29 |
|
|
2023
Q2 | $798K | Buy |
1,660
+6
| +0.4% | +$2.88K | 0.44% | 32 |
|
|
2023
Q1 | $782K | Buy |
1,654
+152
| +10% | +$71.8K | 0.49% | 31 |
|
|
2022
Q4 | $796K | Buy |
1,502
+115
| +8% | +$60.9K | 0.5% | 31 |
|
|
2022
Q3 | $700K | Sell |
1,387
-195
| -12% | -$98.4K | 0.49% | 31 |
|
|
2022
Q2 | $813K | Buy |
1,582
+292
| +23% | +$150K | 0.5% | 27 |
|
|
2022
Q1 | $658K | Buy |
1,290
+20
| +2% | +$10.2K | 0.39% | 30 |
|
|
2021
Q4 | $638K | Sell |
1,270
-1
| -0.1% | -$502 | 0.37% | 32 |
|
|
2021
Q3 | $497K | Buy |
1,271
+125
| +11% | +$48.9K | 0.32% | 35 |
|
|
2021
Q2 | $459K | Buy |
1,146
+251
| +28% | +$101K | 0.3% | 36 |
|
|
2021
Q1 | $333K | Hold |
895
| – | – | 0.23% | 46 |
|
|
2020
Q4 | $314K | Buy |
895
+239
| +36% | +$83.9K | 0.24% | 41 |
|
|
2020
Q3 | $205K | Sell |
656
-149
| -19% | -$46.6K | 0.19% | 53 |
|
|
2020
Q2 | $237K | Hold |
805
| – | – | 0.24% | 42 |
|
|
2020
Q1 | $201K | Sell |
805
-156
| -16% | -$39K | 0.23% | 48 |
|
|
2019
Q4 | $283K | Buy |
+961
| New | +$283K | 0.24% | 55 |
|