Tobias 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 | $240K | Buy |
768
+60
| +8% | +$18.7K | 0.04% | 107 |
|
|
2025
Q1 | $371K | Buy |
708
+63
| +10% | +$33K | 0.07% | 82 |
|
|
2024
Q4 | $326K | Buy |
645
+48
| +8% | +$24.3K | 0.07% | 84 |
|
|
2024
Q3 | $349K | Buy |
597
+12
| +2% | +$7.02K | 0.07% | 78 |
|
|
2024
Q2 | $298K | Buy |
585
+74
| +14% | +$37.7K | 0.06% | 81 |
|
|
2024
Q1 | $253K | Buy |
+511
| New | +$253K | 0.06% | 83 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$29K | – | 274 |
|
|
2019
Q4 | $29K | Buy |
+100
| New | +$29K | 0.02% | 121 |
|