SWP Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Hold |
1,026
| – | – | 0.18% | 56 |
|
|
2025
Q1 | $537K | Hold |
1,026
| – | – | 0.33% | 42 |
|
|
2024
Q4 | $519K | Hold |
1,026
| – | – | 0.31% | 42 |
|
|
2024
Q3 | $600K | Hold |
1,026
| – | – | 0.37% | 27 |
|
|
2024
Q2 | $523K | Sell |
1,026
-4
| -0.4% | -$2.04K | 0.35% | 26 |
|
|
2024
Q1 | $510K | Buy |
1,030
+4
| +0.4% | +$1.98K | 0.36% | 27 |
|
|
2023
Q4 | $540K | Buy |
+1,026
| New | +$540K | 0.42% | 24 |
|