Taylor 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 | – | Sell |
-505
| Closed | -$264K | – | 106 |
|
|
2025
Q1 | $264K | Hold |
505
| – | – | 0.18% | 82 |
|
|
2024
Q4 | $255K | Hold |
505
| – | – | 0.18% | 81 |
|
|
2024
Q3 | $295K | Hold |
505
| – | – | 0.2% | 77 |
|
|
2024
Q2 | $257K | Hold |
505
| – | – | 0.2% | 78 |
|
|
2024
Q1 | $250K | Hold |
505
| – | – | 0.19% | 80 |
|
|
2023
Q4 | $266K | Buy |
+505
| New | +$266K | 0.22% | 76 |
|