US Asset Management LLC’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Sell
3,524
-5
-0.1% -$1.56K 0.95% 26
2025
Q1
$1.85M Sell
3,529
-12
-0.3% -$6.28K 1.76% 9
2024
Q4
$1.79M Sell
3,541
-102
-3% -$51.6K 1.61% 10
2024
Q3
$2.21M Sell
3,643
-28
-0.8% -$17K 1.95% 8
2024
Q2
$1.87M Sell
3,671
-135
-4% -$68.7K 1.69% 8
2024
Q1
$1.88M Sell
3,806
-61
-2% -$30.2K 1.7% 8
2023
Q4
$2.04M Buy
+3,867
New +$2.04M 2.01% 8
2023
Q2
$1.98M Sell
4,109
-83
-2% -$39.9K 2.09% 6
2023
Q1
$1.98M Sell
4,192
-17
-0.4% -$8.03K 2.02% 6
2022
Q4
$2.23M Buy
+4,209
New +$2.23M 2.41% 3
2022
Q2
$2.16M Buy
4,213
+8
+0.2% +$4.11K 2.38% 5
2022
Q1
$2.14M Buy
4,205
+12
+0.3% +$6.12K 1.97% 6
2021
Q4
$2.11M Sell
4,193
-4
-0.1% -$2.01K 2.01% 8
2021
Q3
$1.64M Buy
+4,197
New +$1.64M 1.59% 9