Abundance Wealth Counselors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Buy |
2,572
+132
| +5% | +$41.2K | 0.15% | 103 |
|
|
2025
Q1 | $1.28M | Buy |
2,440
+330
| +16% | +$173K | 0.27% | 68 |
|
|
2024
Q4 | $1.07M | Buy |
2,110
+100
| +5% | +$50.6K | 0.23% | 75 |
|
|
2024
Q3 | $1.18M | Hold |
2,010
| – | – | 0.24% | 72 |
|
|
2024
Q2 | $1.02M | Buy |
+2,010
| New | +$1.02M | 0.47% | 39 |
|
|
2023
Q3 | – | Sell |
-881
| Closed | -$423K | – | 138 |
|
|
2023
Q2 | $423K | Buy |
881
+52
| +6% | +$25K | 0.22% | 48 |
|
|
2023
Q1 | $392K | Sell |
829
-15
| -2% | -$7.09K | 0.1% | 108 |
|
|
2022
Q4 | $447K | Buy |
844
+9
| +1% | +$4.77K | 0.12% | 99 |
|
|
2022
Q3 | $422K | Buy |
835
+6
| +0.7% | +$3.03K | 0.12% | 94 |
|
|
2022
Q2 | $426K | Hold |
829
| – | – | 0.12% | 100 |
|
|
2022
Q1 | $423K | Buy |
+829
| New | +$423K | 0.11% | 98 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$74K | – | 322 |
|
|
2021
Q1 | $74K | Buy |
+200
| New | +$74K | 0.02% | 143 |
|