United Advisor 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 | $571K | Sell |
1,830
-43
| -2% | -$13.4K | 0.1% | 202 |
|
|
2025
Q1 | $981K | Sell |
1,873
-233
| -11% | -$122K | 0.2% | 118 |
|
|
2024
Q4 | $1.07M | Buy |
2,106
+140
| +7% | +$70.8K | 0.21% | 117 |
|
|
2024
Q3 | $1.15M | Buy |
1,966
+754
| +62% | +$441K | 0.26% | 94 |
|
|
2024
Q2 | $617K | Buy |
+1,212
| New | +$617K | 0.19% | 113 |
|