Worth Financial Advisory Group’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 |
-725
| Closed | -$367K | – | 168 |
|
|
2024
Q4 | $367K | Sell |
725
-3
| -0.4% | -$1.52K | 0.23% | 98 |
|
|
2024
Q3 | $426K | Sell |
728
-8
| -1% | -$4.68K | 0.25% | 95 |
|
|
2024
Q2 | $375K | Sell |
736
-604
| -45% | -$308K | 0.25% | 94 |
|
|
2024
Q1 | $663K | Buy |
1,340
+7
| +0.5% | +$3.46K | 0.46% | 61 |
|
|
2023
Q4 | $702K | Buy |
1,333
+46
| +4% | +$24.2K | 0.56% | 44 |
|
|
2023
Q3 | $649K | Buy |
1,287
+215
| +20% | +$108K | 0.59% | 45 |
|
|
2023
Q2 | $515K | Buy |
1,072
+64
| +6% | +$30.8K | 0.48% | 64 |
|
|
2023
Q1 | $476K | Buy |
1,008
+281
| +39% | +$133K | 0.46% | 64 |
|
|
2022
Q4 | $385K | Buy |
+727
| New | +$385K | 0.45% | 62 |
|