Strategic Financial Concepts’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-546
| Closed | -$286K | – | 362 |
|
|
2025
Q1 | $286K | Sell |
546
-48
| -8% | -$25.1K | 0.05% | 245 |
|
|
2024
Q4 | $300K | Buy |
594
+157
| +36% | +$79.4K | 0.06% | 240 |
|
|
2024
Q3 | $256K | Sell |
437
-231,582
| -100% | -$135M | 0.08% | 199 |
|
|
2024
Q2 | $80.1K | Buy |
232,019
+231,491
| +43,843% | +$79.9K | 0.05% | 202 |
|
|
2024
Q1 | $261K | Buy |
+528
| New | +$261K | 0.06% | 251 |
|
|
2023
Q4 | – | Sell |
-535
| Closed | -$270K | – | 257 |
|
|
2023
Q3 | $270K | Buy |
535
+88
| +20% | +$44.4K | 0.09% | 199 |
|
|
2023
Q2 | $215K | Buy |
+447
| New | +$215K | 0.08% | 218 |
|