Aberdeen 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 |
-455
| Closed | -$238K | – | 172 |
|
|
2025
Q1 | $238K | Hold |
455
| – | – | 0.16% | 128 |
|
|
2024
Q4 | $230K | Hold |
455
| – | – | 0.16% | 132 |
|
|
2024
Q3 | $266K | Sell |
455
-680
| -60% | -$398K | 0.18% | 131 |
|
|
2024
Q2 | $578K | Buy |
1,135
+680
| +149% | +$346K | 0.39% | 74 |
|
|
2024
Q1 | $225K | Hold |
455
| – | – | 0.13% | 144 |
|
|
2023
Q4 | $240K | Hold |
455
| – | – | 0.17% | 132 |
|
|
2023
Q3 | $229K | Hold |
455
| – | – | 0.17% | 129 |
|
|
2023
Q2 | $219K | Hold |
455
| – | – | 0.16% | 136 |
|
|
2023
Q1 | $215K | Hold |
455
| – | – | 0.16% | 136 |
|
|
2022
Q4 | $241K | Hold |
455
| – | – | 0.18% | 136 |
|
|
2022
Q3 | $230K | Hold |
455
| – | – | 0.2% | 128 |
|
|
2022
Q2 | $234K | Hold |
455
| – | – | 0.19% | 130 |
|
|
2022
Q1 | $232K | Hold |
455
| – | – | 0.16% | 137 |
|
|
2021
Q4 | $228K | Buy |
+455
| New | +$228K | 0.15% | 134 |
|
|
2021
Q1 | – | Sell |
-646
| Closed | -$227K | – | 155 |
|
|
2020
Q4 | $227K | Buy |
+646
| New | +$227K | 0.17% | 128 |
|
|
2020
Q3 | – | Sell |
-861
| Closed | -$254K | – | 149 |
|
|
2020
Q2 | $254K | Buy |
+861
| New | +$254K | 0.27% | 106 |
|
|
2020
Q1 | – | Sell |
-813
| Closed | -$239K | – | 142 |
|
|
2019
Q4 | $239K | Buy |
+813
| New | +$239K | 0.18% | 125 |
|