Traphagen Investment 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 | $439K | Buy |
1,406
+238
| +20% | +$74.3K | 0.04% | 126 |
|
|
2025
Q1 | $612K | Sell |
1,168
-4
| -0.3% | -$2.1K | 0.06% | 99 |
|
|
2024
Q4 | $593K | Buy |
1,172
+167
| +17% | +$84.5K | 0.06% | 101 |
|
|
2024
Q3 | $588K | Buy |
1,005
+7
| +0.7% | +$4.09K | 0.06% | 98 |
|
|
2024
Q2 | $508K | Sell |
998
-7
| -0.7% | -$3.56K | 0.06% | 102 |
|
|
2024
Q1 | $497K | Sell |
1,005
-45
| -4% | -$22.3K | 0.05% | 104 |
|
|
2023
Q4 | $553K | Buy |
1,050
+193
| +23% | +$102K | 0.06% | 92 |
|
|
2023
Q3 | $432K | Sell |
857
-21
| -2% | -$10.6K | 0.05% | 97 |
|
|
2023
Q2 | $422K | Buy |
878
+11
| +1% | +$5.29K | 0.05% | 100 |
|
|
2023
Q1 | $410K | Buy |
867
+83
| +11% | +$39.2K | 0.06% | 98 |
|
|
2022
Q4 | $416K | Buy |
784
+24
| +3% | +$12.7K | 0.07% | 91 |
|
|
2022
Q3 | $384K | Sell |
760
-27
| -3% | -$13.6K | 0.07% | 82 |
|
|
2022
Q2 | $404K | Buy |
787
+66
| +9% | +$33.9K | 0.07% | 84 |
|
|
2022
Q1 | $367K | Buy |
721
+59
| +9% | +$30.1K | 0.06% | 93 |
|
|
2021
Q4 | $332K | Buy |
+662
| New | +$332K | 0.05% | 105 |
|