Zhang Financial’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 |
-611
| Closed | -$320K | – | 313 |
|
|
2025
Q1 | $320K | Sell |
611
-14
| -2% | -$7.33K | 0.02% | 240 |
|
|
2024
Q4 | $316K | Sell |
625
-42
| -6% | -$21.2K | 0.02% | 236 |
|
|
2024
Q3 | $390K | Buy |
667
+102
| +18% | +$59.7K | 0.02% | 213 |
|
|
2024
Q2 | $288K | Sell |
565
-25
| -4% | -$12.7K | 0.02% | 227 |
|
|
2024
Q1 | $292K | Buy |
590
+127
| +27% | +$62.9K | 0.02% | 225 |
|
|
2023
Q4 | $244K | Buy |
+463
| New | +$244K | 0.02% | 237 |
|
|
2023
Q1 | – | Sell |
-445
| Closed | -$236K | – | 234 |
|
|
2022
Q4 | $236K | Buy |
445
+47
| +12% | +$24.9K | 0.03% | 209 |
|
|
2022
Q3 | $201K | Buy |
+398
| New | +$201K | 0.03% | 208 |
|
|
2022
Q2 | – | Sell |
-450
| Closed | -$229K | – | 232 |
|
|
2022
Q1 | $229K | Sell |
450
-5
| -1% | -$2.54K | 0.04% | 198 |
|
|
2021
Q4 | $228K | Buy |
+455
| New | +$228K | 0.04% | 186 |
|
|
2019
Q1 | – | Sell |
-817
| Closed | -$204K | – | 89 |
|
|
2018
Q4 | $204K | Buy |
+817
| New | +$204K | 0.1% | 78 |
|