Symmetry Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
6,947
+632
| +10% | +$197K | 0.15% | 52 |
|
|
2025
Q1 | $3.31M | Sell |
6,315
-2,293
| -27% | -$1.2M | 0.23% | 42 |
|
|
2024
Q4 | $4.35M | Buy |
8,608
+1,200
| +16% | +$607K | 0.23% | 47 |
|
|
2024
Q3 | $4.33M | Sell |
7,408
-4,100
| -36% | -$2.4M | 0.61% | 38 |
|
|
2024
Q2 | $5.86M | Buy |
11,508
+1,900
| +20% | +$968K | 0.66% | 29 |
|
|
2024
Q1 | $4.75M | Buy |
9,608
+5,408
| +129% | +$2.68M | 0.28% | 45 |
|
|
2023
Q4 | $2.21M | Buy |
+4,200
| New | +$2.21M | 0.16% | 65 |
|
|
2023
Q3 | – | Sell |
-2,000
| Closed | -$961K | – | 201 |
|
|
2023
Q2 | $961K | Sell |
2,000
-1,200
| -38% | -$577K | 0.15% | 71 |
|
|
2023
Q1 | $1.51M | Buy |
+3,200
| New | +$1.51M | 0.36% | 37 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 92 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 58 |
|