Strategic Investment Solutions’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $62.4K | Buy |
+200
| New | +$62.4K | 0.02% | 190 |
|
2025
Q1 | – | Sell |
-10
| Closed | -$5.06K | – | 682 |
|
2024
Q4 | $5.06K | Buy |
+10
| New | +$5.06K | ﹤0.01% | 452 |
|
2023
Q4 | $39K | Sell |
74
-4,621
| -98% | -$2.43M | 0.01% | 528 |
|
2023
Q3 | $2.31M | Buy |
4,695
+4,621
| +6,245% | +$2.27M | 0.03% | 212 |
|
2023
Q2 | $36.5K | Hold |
74
| – | – | 0.01% | 357 |
|
2023
Q1 | $35K | Buy |
+74
| New | +$35K | 0.01% | 432 |
|