Stiles Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Sell |
2,094
-603
| -22% | -$188K | 0.23% | 100 |
|
|
2025
Q1 | $1.41M | Sell |
2,697
-709
| -21% | -$372K | 0.54% | 63 |
|
|
2024
Q4 | $1.72M | Sell |
3,406
-8,329
| -71% | -$4.21M | 0.62% | 55 |
|
|
2024
Q3 | $6.86M | Sell |
11,735
-240
| -2% | -$140K | 2.42% | 6 |
|
|
2024
Q2 | $6.1M | Buy |
11,975
+257
| +2% | +$131K | 2.35% | 8 |
|
|
2024
Q1 | $5.8M | Buy |
11,718
+66
| +0.6% | +$32.7K | 2.32% | 7 |
|
|
2023
Q4 | $6.14M | Buy |
11,652
+187
| +2% | +$98.5K | 2.79% | 3 |
|
|
2023
Q3 | $5.78M | Buy |
11,465
+501
| +5% | +$253K | 3% | 3 |
|
|
2023
Q2 | $5.27M | Sell |
10,964
-23
| -0.2% | -$11.1K | 2.62% | 3 |
|
|
2023
Q1 | $5.19M | Buy |
10,987
+120
| +1% | +$56.7K | 2.79% | 3 |
|
|
2022
Q4 | $5.76M | Sell |
10,867
-549
| -5% | -$291K | 3.29% | 2 |
|
|
2022
Q3 | $5.77M | Buy |
11,416
+242
| +2% | +$122K | 3.5% | 2 |
|
|
2022
Q2 | $5.74M | Sell |
11,174
-108
| -1% | -$55.5K | 3.45% | 2 |
|
|
2022
Q1 | $5.75M | Sell |
11,282
-34
| -0.3% | -$17.3K | 2.88% | 4 |
|
|
2021
Q4 | $5.68M | Buy |
+11,316
| New | +$5.68M | 2.74% | 4 |
|