49 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 | $665K | Buy |
2,131
+371
| +21% | +$116K | 0.07% | 76 |
|
|
2025
Q1 | $922K | Buy |
1,760
+507
| +40% | +$266K | 0.11% | 63 |
|
|
2024
Q4 | $634K | Buy |
1,253
+94
| +8% | +$47.5K | 0.09% | 69 |
|
|
2024
Q3 | $678K | Buy |
1,159
+584
| +102% | +$342K | 0.11% | 69 |
|
|
2024
Q2 | $285K | Buy |
+575
| New | +$285K | 0.06% | 115 |
|