Stonebrook Private’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
6,003
-331
| -5% | -$104K | 0.44% | 61 |
|
|
2025
Q1 | $3.32M | Buy |
6,334
+263
| +4% | +$138K | 0.86% | 28 |
|
|
2024
Q4 | $3.07M | Buy |
6,071
+618
| +11% | +$313K | 0.8% | 32 |
|
|
2024
Q3 | $3.19M | Buy |
5,453
+2,879
| +112% | +$1.68M | 0.84% | 31 |
|
|
2024
Q2 | $1.31M | Sell |
2,574
-259
| -9% | -$132K | 0.38% | 66 |
|
|
2024
Q1 | $1.4M | Buy |
2,833
+7
| +0.2% | +$3.46K | 0.41% | 61 |
|
|
2023
Q4 | $1.49M | Buy |
+2,826
| New | +$1.49M | 0.5% | 50 |
|