Values Added Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Buy |
1,105
+216
| +24% | +$67.4K | 0.17% | 89 |
|
|
2025
Q1 | $466K | Sell |
889
-24
| -3% | -$12.6K | 0.26% | 69 |
|
|
2024
Q4 | $462K | Sell |
913
-82
| -8% | -$41.5K | 0.27% | 68 |
|
|
2024
Q3 | $582K | Buy |
995
+35
| +4% | +$20.5K | 0.37% | 49 |
|
|
2024
Q2 | $489K | Buy |
960
+66
| +7% | +$33.6K | 0.35% | 54 |
|
|
2024
Q1 | $442K | Sell |
894
-165
| -16% | -$81.6K | 0.34% | 54 |
|
|
2023
Q4 | $558K | Buy |
1,059
+162
| +18% | +$85.3K | 0.46% | 41 |
|
|
2023
Q3 | $452K | Sell |
897
-18
| -2% | -$9.08K | 0.41% | 48 |
|
|
2023
Q2 | $440K | Buy |
+915
| New | +$440K | 0.41% | 51 |
|