V2 Financial 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 | $2.7M | Buy |
8,645
+8,067
| +1,396% | +$2.52M | 1.63% | 6 |
|
|
2025
Q1 | $303K | Hold |
578
| – | – | 0.2% | 57 |
|
|
2024
Q4 | $292K | Hold |
578
| – | – | 0.18% | 67 |
|
|
2024
Q3 | $338K | Sell |
578
-25
| -4% | -$14.6K | 0.22% | 52 |
|
|
2024
Q2 | $342K | Sell |
603
-23
| -4% | -$13K | 0.23% | 50 |
|
|
2024
Q1 | $310K | Buy |
626
+223
| +55% | +$110K | 0.21% | 48 |
|
|
2023
Q4 | $212K | Hold |
403
| – | – | 0.15% | 59 |
|
|
2023
Q3 | $203K | Buy |
+403
| New | +$203K | 0.15% | 56 |
|
|
2023
Q1 | – | Sell |
-403
| Closed | -$214K | – | 64 |
|
|
2022
Q4 | $214K | Hold |
403
| – | – | 0.17% | 59 |
|
|
2022
Q3 | $204K | Hold |
403
| – | – | 0.18% | 57 |
|
|
2022
Q2 | $207K | Hold |
403
| – | – | 0.17% | 57 |
|
|
2022
Q1 | $206K | Hold |
403
| – | – | 0.16% | 61 |
|
|
2021
Q4 | $202K | Buy |
+403
| New | +$202K | 0.16% | 71 |
|