Woodward Diversified Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Buy |
1,304
+404
| +45% | +$126K | 0.21% | 108 |
|
|
2025
Q1 | $471K | Buy |
900
+67
| +8% | +$35.1K | 0.33% | 73 |
|
|
2024
Q4 | $421K | Sell |
833
-549
| -40% | -$278K | 0.31% | 73 |
|
|
2024
Q3 | $808K | Buy |
1,382
+769
| +125% | +$450K | 0.51% | 58 |
|
|
2024
Q2 | $312K | Buy |
613
+97
| +19% | +$49.4K | 0.18% | 121 |
|
|
2024
Q1 | $255K | Buy |
516
+126
| +32% | +$62.3K | 0.16% | 136 |
|
|
2023
Q4 | $205K | Sell |
390
-24
| -6% | -$12.6K | 0.13% | 147 |
|
|
2023
Q3 | $209K | Buy |
+414
| New | +$209K | 0.15% | 141 |
|