4J 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 | $259K | Sell |
829
-11
| -1% | -$3.43K | 0.17% | 81 |
|
|
2025
Q1 | $440K | Buy |
840
+150
| +22% | +$78.6K | 0.35% | 49 |
|
|
2024
Q4 | $349K | Buy |
690
+2
| +0.3% | +$1.01K | 0.28% | 57 |
|
|
2024
Q3 | $402K | Hold |
688
| – | – | 0.31% | 56 |
|
|
2024
Q2 | $350K | Hold |
688
| – | – | 0.29% | 57 |
|
|
2024
Q1 | $340K | Hold |
688
| – | – | 0.29% | 61 |
|
|
2023
Q4 | $362K | Buy |
688
+3
| +0.4% | +$1.58K | 0.33% | 57 |
|
|
2023
Q3 | $345K | Buy |
685
+12
| +2% | +$6.05K | 0.34% | 58 |
|
|
2023
Q2 | $323K | Buy |
673
+15
| +2% | +$7.21K | 0.31% | 61 |
|
|
2023
Q1 | $311K | Hold |
658
| – | – | 0.33% | 60 |
|
|
2022
Q4 | $349K | Buy |
658
+105
| +19% | +$55.7K | 0.41% | 55 |
|
|
2022
Q3 | $279K | Hold |
553
| – | – | 0.36% | 56 |
|
|
2022
Q2 | $284K | Buy |
553
+33
| +6% | +$16.9K | 0.36% | 52 |
|
|
2022
Q1 | $265K | Hold |
520
| – | – | 0.23% | 60 |
|
|
2021
Q4 | $261K | Hold |
520
| – | – | 0.22% | 64 |
|
|
2021
Q3 | $203K | Hold |
520
| – | – | 0.18% | 75 |
|
|
2021
Q2 | $208K | Buy |
+520
| New | +$208K | 0.18% | 71 |
|