1776 Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $761K | Sell |
2,440
-15
| -0.6% | -$4.68K | 0.31% | 58 |
|
|
2025
Q1 | $1.29M | Buy |
2,455
+102
| +4% | +$53.4K | 0.59% | 33 |
|
|
2024
Q4 | $1.19M | Buy |
2,353
+550
| +31% | +$278K | 0.55% | 38 |
|
|
2024
Q3 | $1.05M | Sell |
1,803
-104
| -5% | -$60.8K | 0.47% | 39 |
|
|
2024
Q2 | $971K | Buy |
1,907
+39
| +2% | +$19.9K | 0.44% | 43 |
|
|
2024
Q1 | $918K | Buy |
1,868
+2
| +0.1% | +$983 | 0.43% | 44 |
|
|
2023
Q4 | $982K | Hold |
1,866
| – | – | 0.49% | 36 |
|
|
2023
Q3 | $941K | Hold |
1,866
| – | – | 0.5% | 35 |
|
|
2023
Q2 | $897K | Sell |
1,866
-101
| -5% | -$48.5K | 0.47% | 37 |
|
|
2023
Q1 | $930K | Buy |
1,967
+13
| +0.7% | +$6.14K | 0.56% | 32 |
|
|
2022
Q4 | $1.04M | Buy |
1,954
+28
| +1% | +$14.8K | 0.74% | 26 |
|
|
2022
Q3 | $972K | Hold |
1,926
| – | – | 0.74% | 27 |
|
|
2022
Q2 | $989K | Hold |
1,926
| – | – | 0.69% | 27 |
|
|
2022
Q1 | $949K | Sell |
1,926
-224
| -10% | -$110K | 0.55% | 33 |
|
|
2021
Q4 | $1.08M | Buy |
2,150
+24
| +1% | +$12.1K | 0.58% | 34 |
|
|
2021
Q3 | $831K | Sell |
2,126
-487
| -19% | -$190K | 0.47% | 36 |
|
|
2021
Q2 | $1.05M | Hold |
2,613
| – | – | 0.59% | 35 |
|
|
2021
Q1 | $948K | Sell |
2,613
-65
| -2% | -$23.6K | 0.6% | 37 |
|
|
2020
Q4 | $939K | Buy |
2,678
+108
| +4% | +$37.9K | 0.59% | 34 |
|
|
2020
Q3 | $801K | Sell |
2,570
-63
| -2% | -$19.6K | 0.58% | 29 |
|
|
2020
Q2 | $776K | Sell |
2,633
-1,756
| -40% | -$518K | 0.53% | 32 |
|
|
2020
Q1 | $1.2M | Buy |
4,389
+2,518
| +135% | +$687K | 0.51% | 34 |
|
|
2019
Q4 | $571K | Buy |
+1,871
| New | +$571K | 0.49% | 35 |
|