Teamwork Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
4,509
+3,938
| +690% | +$1.23M | 0.16% | 79 |
|
|
2025
Q1 | $299K | Sell |
571
-68
| -11% | -$35.6K | 0.04% | 132 |
|
|
2024
Q4 | $323K | Buy |
639
+41
| +7% | +$20.8K | 0.04% | 132 |
|
|
2024
Q3 | $350K | Sell |
598
-44
| -7% | -$25.7K | 0.05% | 116 |
|
|
2024
Q2 | $327K | Sell |
642
-611
| -49% | -$311K | 0.05% | 106 |
|
|
2024
Q1 | $620K | Sell |
1,253
-219
| -15% | -$108K | 0.1% | 94 |
|
|
2023
Q4 | $775K | Sell |
1,472
-245
| -14% | -$129K | 0.13% | 78 |
|
|
2023
Q3 | $866K | Buy |
1,717
+58
| +3% | +$29.2K | 0.14% | 96 |
|
|
2023
Q2 | $797K | Sell |
1,659
-2,586
| -61% | -$1.24M | 0.13% | 97 |
|
|
2023
Q1 | $2.01M | Sell |
4,245
-5,182
| -55% | -$2.45M | 0.37% | 46 |
|
|
2022
Q4 | $5M | Buy |
9,427
+8,613
| +1,058% | +$4.57M | 1.01% | 22 |
|
|
2022
Q3 | $411K | Buy |
+814
| New | +$411K | 0.09% | 137 |
|
|
2021
Q2 | – | Sell |
-582
| Closed | -$217K | – | 259 |
|
|
2021
Q1 | $217K | Buy |
+582
| New | +$217K | 0.05% | 219 |
|