TruNorth Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.8K | Sell |
134
-184
| -58% | -$57.4K | 0.01% | 181 |
|
|
2025
Q1 | $167K | Buy |
318
+184
| +137% | +$96.4K | 0.04% | 111 |
|
|
2024
Q4 | $67.8K | Sell |
134
-7
| -5% | -$3.54K | 0.02% | 127 |
|
|
2024
Q3 | $82.4K | Buy |
141
+25
| +22% | +$14.6K | 0.02% | 106 |
|
|
2024
Q2 | $59.1K | Buy |
116
+84
| +263% | +$42.8K | 0.02% | 118 |
|
|
2024
Q1 | $15.8K | Buy |
+32
| New | +$15.8K | 0.01% | 160 |
|