Zullo Investment Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
3,984
+620
| +18% | +$193K | 0.5% | 48 |
|
|
2025
Q1 | $1.76M | Buy |
3,364
+15
| +0.4% | +$7.86K | 0.76% | 35 |
|
|
2024
Q4 | $1.69M | Sell |
3,349
-39
| -1% | -$19.7K | 0.68% | 36 |
|
|
2024
Q3 | $1.98M | Buy |
3,388
+37
| +1% | +$21.6K | 0.82% | 32 |
|
|
2024
Q2 | $1.71M | Buy |
3,351
+83
| +3% | +$42.3K | 0.75% | 36 |
|
|
2024
Q1 | $1.62M | Buy |
3,268
+46
| +1% | +$22.8K | 0.76% | 37 |
|
|
2023
Q4 | $1.7M | Buy |
3,222
+55
| +2% | +$29K | 0.87% | 29 |
|
|
2023
Q3 | $1.6M | Buy |
3,167
+166
| +6% | +$83.7K | 0.94% | 29 |
|
|
2023
Q2 | $1.44M | Buy |
3,001
+20
| +0.7% | +$9.61K | 0.82% | 30 |
|
|
2023
Q1 | $1.41M | Buy |
2,981
+10
| +0.3% | +$4.73K | 0.88% | 30 |
|
|
2022
Q4 | $1.58M | Buy |
2,971
+7
| +0.2% | +$3.71K | 0.96% | 22 |
|
|
2022
Q3 | $1.5M | Sell |
2,964
-111
| -4% | -$56.1K | 0.97% | 23 |
|
|
2022
Q2 | $1.58M | Hold |
3,075
| – | – | 0.99% | 23 |
|
|
2022
Q1 | $1.57M | Buy |
3,075
+220
| +8% | +$112K | 0.81% | 25 |
|
|
2021
Q4 | $1.43M | Buy |
+2,855
| New | +$1.43M | 0.74% | 26 |
|