Stephens Consulting’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7K | Buy |
47
+31
| +194% | +$9.67K | ﹤0.01% | 292 |
|
|
2025
Q1 | $8.38K | Sell |
16
-4
| -20% | -$2.1K | ﹤0.01% | 335 |
|
|
2024
Q4 | $10.1K | Hold |
20
| – | – | ﹤0.01% | 348 |
|
|
2024
Q3 | $11.7K | Hold |
20
| – | – | ﹤0.01% | 317 |
|
|
2024
Q2 | $10.2K | Hold |
20
| – | – | ﹤0.01% | 337 |
|
|
2024
Q1 | $9.89K | Hold |
20
| – | – | ﹤0.01% | 316 |
|
|
2023
Q4 | $10.5K | Hold |
20
| – | – | ﹤0.01% | 310 |
|
|
2023
Q3 | $10.1K | Hold |
20
| – | – | ﹤0.01% | 307 |
|
|
2023
Q2 | $9.61K | Hold |
20
| – | – | ﹤0.01% | 315 |
|
|
2023
Q1 | $9.45K | Hold |
20
| – | – | 0.01% | 327 |
|
|
2022
Q4 | $10.6K | Sell |
20
-140
| -88% | -$74.2K | 0.01% | 287 |
|
|
2022
Q3 | $80.8K | Hold |
160
| – | – | 0.07% | 120 |
|
|
2022
Q2 | $82.2K | Buy |
160
+4
| +3% | +$2.06K | 0.07% | 121 |
|
|
2022
Q1 | $79.6K | Sell |
156
-78
| -33% | -$39.8K | 0.07% | 146 |
|
|
2021
Q4 | $118K | Buy |
+234
| New | +$118K | 0.1% | 131 |
|