Valley Brook Capital 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 | – | Sell |
-6,272
| Closed | -$3.29M | – | 116 |
|
|
2025
Q1 | $3.29M | Sell |
6,272
-816
| -12% | -$427K | 2.58% | 7 |
|
|
2024
Q4 | $3.59M | Sell |
7,088
-61
| -0.9% | -$30.9K | 2.68% | 8 |
|
|
2024
Q3 | $4.18M | Sell |
7,149
-135
| -2% | -$78.9K | 3% | 5 |
|
|
2024
Q2 | $3.71M | Buy |
7,284
+365
| +5% | +$186K | 2.89% | 6 |
|
|
2024
Q1 | $3.42M | Buy |
6,919
+248
| +4% | +$123K | 2.74% | 7 |
|
|
2023
Q4 | $3.51M | Buy |
6,671
+30
| +0.5% | +$15.8K | 3.06% | 6 |
|
|
2023
Q3 | $3.35M | Buy |
6,641
+106
| +2% | +$53.4K | 3.31% | 5 |
|
|
2023
Q2 | $3.14M | Sell |
6,535
-385
| -6% | -$185K | 2.9% | 4 |
|
|
2023
Q1 | $3.27M | Sell |
6,920
-171
| -2% | -$80.8K | 3.02% | 5 |
|
|
2022
Q4 | $3.76M | Buy |
7,091
+11
| +0.2% | +$5.83K | 3.6% | 5 |
|
|
2022
Q3 | $3.58M | Buy |
7,080
+1
| +0% | +$505 | 3.9% | 4 |
|
|
2022
Q2 | $3.64M | Buy |
7,079
+25
| +0.4% | +$12.8K | 3.75% | 4 |
|
|
2022
Q1 | $3.6M | Buy |
7,054
+91
| +1% | +$46.4K | 3.11% | 6 |
|
|
2021
Q4 | $3.5M | Hold |
6,963
| – | – | 3.02% | 4 |
|
|
2021
Q3 | $2.72M | Sell |
6,963
-39
| -0.6% | -$15.2K | 2.69% | 6 |
|
|
2021
Q2 | $2.8M | Buy |
7,002
+43
| +0.6% | +$17.2K | 2.67% | 6 |
|
|
2021
Q1 | $2.59M | Buy |
6,959
+8
| +0.1% | +$2.98K | 2.34% | 5 |
|
|
2020
Q4 | $2.44M | Buy |
+6,951
| New | +$2.44M | 2.41% | 5 |
|