44 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 | $668K | Buy |
2,140
+630
| +42% | +$197K | 0.24% | 123 |
|
|
2025
Q1 | $791K | Buy |
1,510
+201
| +15% | +$105K | 0.3% | 104 |
|
|
2024
Q4 | $662K | Buy |
1,309
+21
| +2% | +$10.6K | 0.25% | 109 |
|
|
2024
Q3 | $727K | Buy |
+1,288
| New | +$727K | 0.26% | 109 |
|
|
2023
Q2 | $750K | Sell |
1,560
-34
| -2% | -$16.3K | 0.26% | 84 |
|
|
2023
Q1 | $753K | Sell |
1,594
-291
| -15% | -$138K | 0.26% | 86 |
|
|
2022
Q4 | $999K | Sell |
1,885
-157
| -8% | -$83.2K | 0.35% | 72 |
|
|
2022
Q3 | $1.03M | Sell |
2,042
-958
| -32% | -$484K | 0.42% | 63 |
|
|
2022
Q2 | $1.54M | Buy |
3,000
+262
| +10% | +$135K | 0.6% | 47 |
|
|
2022
Q1 | $1.4M | Sell |
2,738
-252
| -8% | -$128K | 0.5% | 54 |
|
|
2021
Q4 | $1.5M | Sell |
2,990
-50
| -2% | -$25.1K | 0.52% | 49 |
|
|
2021
Q3 | $1.19M | Buy |
3,040
+282
| +10% | +$110K | 0.45% | 57 |
|
|
2021
Q2 | $1.1M | Buy |
2,758
+85
| +3% | +$34K | 0.42% | 61 |
|
|
2021
Q1 | $995K | Buy |
2,673
+1,163
| +77% | +$433K | 0.42% | 58 |
|
|
2020
Q4 | $530K | Buy |
+1,510
| New | +$530K | 0.24% | 91 |
|