Sunburst Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
1,629
-452
| -22% | -$141K | 0.11% | 67 |
|
|
2025
Q1 | $1.09M | Buy |
2,081
+59
| +3% | +$30.9K | 0.27% | 43 |
|
|
2024
Q4 | $1.02M | Buy |
2,022
+39
| +2% | +$19.7K | 0.25% | 47 |
|
|
2024
Q3 | $1.16M | Buy |
1,983
+37
| +2% | +$21.6K | 0.29% | 43 |
|
|
2024
Q2 | $991K | Buy |
1,946
+105
| +6% | +$53.5K | 0.27% | 47 |
|
|
2024
Q1 | $902K | Sell |
1,841
-41
| -2% | -$20.1K | 0.26% | 48 |
|
|
2023
Q4 | $991K | Buy |
1,882
+233
| +14% | +$123K | 0.31% | 42 |
|
|
2023
Q3 | $831K | Buy |
1,649
+59
| +4% | +$29.7K | 0.29% | 40 |
|
|
2023
Q2 | $764K | Buy |
1,590
+44
| +3% | +$21.1K | 0.27% | 47 |
|
|
2023
Q1 | $731K | Sell |
1,546
-40
| -3% | -$18.9K | 0.27% | 44 |
|
|
2022
Q4 | $841K | Buy |
1,586
+2
| +0.1% | +$1.06K | 0.33% | 39 |
|
|
2022
Q3 | $800K | Sell |
1,584
-62
| -4% | -$31.3K | 0.39% | 34 |
|
|
2022
Q2 | $845K | Buy |
1,646
+15
| +0.9% | +$7.7K | 0.41% | 32 |
|
|
2022
Q1 | $832K | Buy |
1,631
+57
| +4% | +$29.1K | 0.41% | 31 |
|
|
2021
Q4 | $790K | Buy |
1,574
+251
| +19% | +$126K | 0.4% | 30 |
|
|
2021
Q3 | $517K | Buy |
1,323
+9
| +0.7% | +$3.52K | 0.32% | 39 |
|
|
2021
Q2 | $526K | Sell |
1,314
-61
| -4% | -$24.4K | 0.34% | 37 |
|
|
2021
Q1 | $512K | Sell |
1,375
-14
| -1% | -$5.21K | 0.36% | 36 |
|
|
2020
Q4 | $487K | Buy |
1,389
+54
| +4% | +$18.9K | 0.37% | 34 |
|
|
2020
Q3 | $416K | Hold |
1,335
| – | – | 0.35% | 35 |
|
|
2020
Q2 | $394K | Hold |
1,335
| – | – | 0.36% | 33 |
|
|
2020
Q1 | $333K | Sell |
1,335
-137
| -9% | -$34.2K | 0.35% | 37 |
|
|
2019
Q4 | $433K | Buy |
+1,472
| New | +$433K | 0.38% | 37 |
|