SYM Financial Corp’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
3,315
+157
| +5% | +$49K | 0.12% | 58 |
|
|
2025
Q1 | $1.65M | Buy |
3,158
+309
| +11% | +$162K | 0.2% | 29 |
|
|
2024
Q4 | $1.44M | Buy |
2,849
+1,892
| +198% | +$957K | 0.19% | 35 |
|
|
2024
Q3 | $559K | Buy |
957
+165
| +21% | +$96.4K | 0.07% | 67 |
|
|
2024
Q2 | $404K | Buy |
792
+291
| +58% | +$148K | 0.06% | 67 |
|
|
2024
Q1 | $248K | Sell |
501
-78
| -13% | -$38.6K | 0.04% | 85 |
|
|
2023
Q4 | $305K | Buy |
579
+134
| +30% | +$70.5K | 0.05% | 73 |
|
|
2023
Q3 | $224K | Buy |
+445
| New | +$224K | 0.04% | 84 |
|