Symphony Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.2M | Sell |
4,501
-7,963
| -64% | -$2.37M | 0.16% | 103 |
|
|
2025
Q4 | $4.14M | Sell |
12,464
-1,108
| -8% | -$375K | 0.56% | 46 |
|
|
2025
Q3 | $4.7M | Sell |
13,572
-3,414
| -20% | -$1.03M | 0.57% | 47 |
|
|
2025
Q2 | $3.97M | Buy |
16,986
+15,162
| +831% | +$5.79M | 0.52% | 52 |
|
|
2025
Q1 | $814K | Sell |
1,824
-2,860
| -61% | -$1.46M | 0.48% | 44 |
|
|
2024
Q4 | $2.45M | Sell |
4,684
-1,956
| -29% | -$1.11M | 0.39% | 57 |
|
|
2024
Q3 | $3.87M | Buy |
6,640
+740
| +13% | +$419K | 0.64% | 44 |
|
|
2024
Q2 | $2.88M | Buy |
5,900
+1,540
| +35% | +$755K | 0.53% | 47 |
|
|
2024
Q1 | $2.16M | Sell |
4,360
-752
| -15% | -$382K | 0.5% | 52 |
|
|
2023
Q4 | $2.67M | Buy |
5,112
+2,042
| +67% | +$1.09M | 0.57% | 44 |
|
|
2023
Q3 | $1.58M | Buy |
3,070
+65
| +2% | +$32K | 0.39% | 50 |
|
|
2023
Q2 | $1.43M | Sell |
3,005
-96
| -3% | -$46.9K | 0.35% | 63 |
|
|
2023
Q1 | $1.46M | Sell |
3,101
-96
| -3% | -$46.3K | 0.38% | 59 |
|
|
2022
Q4 | $1.61M | Buy |
3,197
+1,938
| +154% | +$1.03M | 0.43% | 52 |
|
|
2022
Q3 | $641K | Buy |
1,259
+44
| +4% | +$23.1K | 0.21% | 103 |
|
|
2022
Q2 | $627K | Sell |
1,215
-61
| -5% | -$30.6K | 0.19% | 108 |
|
|
2022
Q1 | $685K | Buy |
1,276
+46
| +4% | +$22.2K | 0.16% | 108 |
|
|
2021
Q4 | $618K | Buy |
1,230
+468
| +61% | +$212K | 0.17% | 104 |
|
|
2021
Q3 | $305K | Sell |
762
-489
| -39% | -$203K | 0.11% | 134 |
|
|
2021
Q2 | $500K | Sell |
1,251
-1,607
| -56% | -$641K | 0.17% | 97 |
|
|
2021
Q1 | $919K | Sell |
2,858
-6,474
| -69% | -$2.24M | 0.24% | 67 |
|
|
2020
Q4 | $3.26M | Buy |
9,332
+675
| +8% | +$226K | 1.18% | 19 |
|
|
2020
Q3 | $2.7M | Buy |
8,657
+858
| +11% | +$264K | 1.11% | 20 |
|
|
2020
Q2 | $2.3M | Buy |
7,799
+2,026
| +35% | +$581K | 1.11% | 21 |
|
|
2020
Q1 | $1.45M | Buy |
+5,773
| New | +$1.59M | 1% | 27 |
|
Other funds holding UNH
VCM
VPM
