Woodstock Corp’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-573
| Closed | -$290K | – | 155 |
|
|
2024
Q4 | $290K | Sell |
573
-10
| -2% | -$5.06K | 0.03% | 143 |
|
|
2024
Q3 | $341K | Sell |
583
-17
| -3% | -$9.94K | 0.03% | 140 |
|
|
2024
Q2 | $306K | Sell |
600
-84
| -12% | -$42.8K | 0.03% | 139 |
|
|
2024
Q1 | $338K | Sell |
684
-100
| -13% | -$49.5K | 0.04% | 135 |
|
|
2023
Q4 | $413K | Sell |
784
-17
| -2% | -$8.95K | 0.05% | 124 |
|
|
2023
Q3 | $404K | Hold |
801
| – | – | 0.05% | 126 |
|
|
2023
Q2 | $385K | Hold |
801
| – | – | 0.05% | 135 |
|
|
2023
Q1 | $379K | Sell |
801
-14
| -2% | -$6.62K | 0.05% | 134 |
|
|
2022
Q4 | $432K | Sell |
815
-19
| -2% | -$10.1K | 0.06% | 127 |
|
|
2022
Q3 | $421K | Hold |
834
| – | – | 0.06% | 121 |
|
|
2022
Q2 | $428K | Sell |
834
-58
| -7% | -$29.8K | 0.06% | 124 |
|
|
2022
Q1 | $455K | Sell |
892
-150
| -14% | -$76.5K | 0.05% | 130 |
|
|
2021
Q4 | $523K | Sell |
1,042
-3
| -0.3% | -$1.51K | 0.05% | 136 |
|
|
2021
Q3 | $408K | Hold |
1,045
| – | – | 0.05% | 145 |
|
|
2021
Q2 | $418K | Hold |
1,045
| – | – | 0.05% | 146 |
|
|
2021
Q1 | $389K | Buy |
1,045
+22
| +2% | +$8.19K | 0.05% | 145 |
|
|
2020
Q4 | $359K | Buy |
+1,023
| New | +$359K | 0.05% | 142 |
|