Valtinson Bruner Financial Planning’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Sell |
1,747
-5
| -0.3% | -$1.56K | 0.17% | 72 |
|
|
2025
Q1 | $917K | Buy |
1,752
+25
| +1% | +$13.1K | 0.31% | 53 |
|
|
2024
Q4 | $874K | Sell |
1,727
-107
| -6% | -$54.1K | 0.31% | 60 |
|
|
2024
Q3 | $1.07M | Sell |
1,834
-17
| -0.9% | -$9.94K | 0.37% | 55 |
|
|
2024
Q2 | $943K | Sell |
1,851
-86
| -4% | -$43.8K | 0.37% | 57 |
|
|
2024
Q1 | $958K | Sell |
1,937
-88
| -4% | -$43.5K | 0.41% | 54 |
|
|
2023
Q4 | $1.07M | Sell |
2,025
-76
| -4% | -$40K | 0.55% | 50 |
|
|
2023
Q3 | $1.06M | Sell |
2,101
-90
| -4% | -$45.4K | 0.58% | 50 |
|
|
2023
Q2 | $1.05M | Sell |
2,191
-114
| -5% | -$54.8K | 0.57% | 49 |
|
|
2023
Q1 | $1.09M | Sell |
2,305
-9
| -0.4% | -$4.25K | 0.62% | 47 |
|
|
2022
Q4 | $1.1M | Sell |
2,314
-35
| -1% | -$16.7K | 0.64% | 45 |
|
|
2022
Q3 | $1.19M | Buy |
2,349
+106
| +5% | +$53.5K | 0.73% | 44 |
|
|
2022
Q2 | $1.15M | Sell |
2,243
-207
| -8% | -$106K | 0.7% | 44 |
|
|
2022
Q1 | $1.31M | Buy |
2,450
+108
| +5% | +$57.7K | 0.75% | 44 |
|
|
2021
Q4 | $1.18M | Buy |
2,342
+43
| +2% | +$21.6K | 0.64% | 45 |
|
|
2021
Q3 | $1M | Buy |
2,299
+3
| +0.1% | +$1.31K | 0.55% | 46 |
|
|
2021
Q2 | $953K | Buy |
2,296
+3
| +0.1% | +$1.25K | 0.54% | 47 |
|
|
2021
Q1 | $894K | Hold |
2,293
| – | – | 0.53% | 41 |
|
|
2020
Q4 | $837K | Buy |
2,293
+203
| +10% | +$74.1K | 0.53% | 41 |
|
|
2020
Q3 | $652K | Buy |
2,090
+4
| +0.2% | +$1.25K | 0.46% | 41 |
|
|
2020
Q2 | $661K | Buy |
2,086
+6
| +0.3% | +$1.9K | 0.47% | 41 |
|
|
2020
Q1 | $598K | Sell |
2,080
-29
| -1% | -$8.34K | 0.48% | 35 |
|
|
2019
Q4 | $615K | Buy |
2,109
+3
| +0.1% | +$875 | 0.44% | 38 |
|
|
2019
Q3 | $468K | Buy |
2,106
+37
| +2% | +$8.22K | 0.38% | 37 |
|
|
2019
Q2 | $505K | Buy |
2,069
+37
| +2% | +$9.03K | 0.43% | 25 |
|
|
2019
Q1 | $502K | Hold |
2,032
| – | – | 0.44% | 22 |
|
|
2018
Q4 | $506K | Buy |
+2,032
| New | +$506K | 0.53% | 15 |
|