Willis Johnson & Associates’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 |
-656
| Closed | -$344K | – | 176 |
|
|
2025
Q1 | $344K | Buy |
656
+63
| +11% | +$33K | 0.03% | 110 |
|
|
2024
Q4 | $300K | Sell |
593
-39
| -6% | -$19.7K | 0.02% | 117 |
|
|
2024
Q3 | $370K | Buy |
632
+48
| +8% | +$28.1K | 0.03% | 111 |
|
|
2024
Q2 | $297K | Sell |
584
-45
| -7% | -$22.9K | 0.02% | 124 |
|
|
2024
Q1 | $311K | Buy |
629
+92
| +17% | +$45.5K | 0.03% | 110 |
|
|
2023
Q4 | $283K | Buy |
537
+82
| +18% | +$43.2K | 0.03% | 108 |
|
|
2023
Q3 | $230K | Buy |
+455
| New | +$230K | 0.02% | 111 |
|
|
2022
Q3 | – | Sell |
-401
| Closed | -$206K | – | 104 |
|
|
2022
Q2 | $206K | Buy |
+401
| New | +$206K | 0.03% | 94 |
|