1900 Wealth Management’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 |
-388
| Closed | -$203K | – | 217 |
|
|
2025
Q1 | $203K | Buy |
+388
| New | +$203K | 0.02% | 211 |
|
|
2024
Q1 | – | Sell |
-675
| Closed | -$355K | – | 288 |
|
|
2023
Q4 | $355K | Sell |
675
-37
| -5% | -$19.5K | 0.03% | 233 |
|
|
2023
Q3 | $359K | Buy |
+712
| New | +$359K | 0.04% | 222 |
|
|
2023
Q2 | – | Sell |
-401
| Closed | -$213K | – | 259 |
|
|
2023
Q1 | $213K | Hold |
401
| – | – | 0.02% | 229 |
|
|
2022
Q4 | $213K | Buy |
401
+4
| +1% | +$2.12K | 0.02% | 222 |
|
|
2022
Q3 | $201K | Hold |
397
| – | – | 0.02% | 215 |
|
|
2022
Q2 | $204K | Sell |
397
-96
| -19% | -$49.3K | 0.02% | 217 |
|
|
2022
Q1 | $251K | Hold |
493
| – | – | 0.02% | 220 |
|
|
2021
Q4 | $248K | Buy |
+493
| New | +$248K | 0.02% | 215 |
|