Verity & Verity’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Buy |
2,576
+367
| +17% | +$114K | 0.07% | 88 |
|
|
2025
Q1 | $1.16M | Buy |
2,209
+157
| +8% | +$82.2K | 0.1% | 76 |
|
|
2024
Q4 | $1.04M | Buy |
2,052
+553
| +37% | +$280K | 0.09% | 78 |
|
|
2024
Q3 | $876K | Buy |
1,499
+154
| +11% | +$90K | 0.09% | 73 |
|
|
2024
Q2 | $685K | Buy |
1,345
+692
| +106% | +$352K | 0.07% | 72 |
|
|
2024
Q1 | $323K | Buy |
653
+44
| +7% | +$21.8K | 0.04% | 92 |
|
|
2023
Q4 | $321K | Buy |
609
+45
| +8% | +$23.7K | 0.04% | 89 |
|
|
2023
Q3 | $284K | Buy |
564
+73
| +15% | +$36.8K | 0.04% | 86 |
|
|
2023
Q2 | $236K | Sell |
491
-882
| -64% | -$424K | 0.03% | 94 |
|
|
2023
Q1 | $649K | Sell |
1,373
-562
| -29% | -$266K | 0.08% | 80 |
|
|
2022
Q4 | $1.03M | Buy |
+1,935
| New | +$1.03M | 0.13% | 79 |
|
|
2020
Q1 | – | Sell |
-1,432
| Closed | -$421K | – | 109 |
|
|
2019
Q4 | $421K | Buy |
1,432
+120
| +9% | +$35.3K | 0.08% | 90 |
|
|
2019
Q3 | $291K | Buy |
1,312
+355
| +37% | +$78.7K | 0.06% | 101 |
|
|
2019
Q2 | $234K | Sell |
957
-78
| -8% | -$19.1K | 0.05% | 103 |
|
|
2019
Q1 | $256K | Buy |
+1,035
| New | +$256K | 0.06% | 107 |
|