Stephenson & Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
678
+37
| +6% | +$11.5K | 0.13% | 37 |
|
|
2025
Q1 | $336K | Buy |
641
+10
| +2% | +$5.23K | 0.22% | 22 |
|
|
2024
Q4 | $319K | Buy |
631
+2
| +0.3% | +$1.01K | 0.21% | 24 |
|
|
2024
Q3 | $368K | Hold |
629
| – | – | 0.25% | 21 |
|
|
2024
Q2 | $320K | Hold |
629
| – | – | 0.24% | 23 |
|
|
2024
Q1 | $311K | Sell |
629
-4
| -0.6% | -$1.98K | 0.23% | 24 |
|
|
2023
Q4 | $333K | Buy |
+633
| New | +$333K | 0.28% | 22 |
|