Accel Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-492
| Closed | -$258K | – | 277 |
|
|
2025
Q1 | $258K | Buy |
492
+16
| +3% | +$8.38K | 0.09% | 205 |
|
|
2024
Q4 | $241K | Sell |
476
-85
| -15% | -$43K | 0.09% | 212 |
|
|
2024
Q3 | $328K | Sell |
561
-80
| -12% | -$46.8K | 0.12% | 178 |
|
|
2024
Q2 | $326K | Buy |
641
+227
| +55% | +$116K | 0.13% | 162 |
|
|
2024
Q1 | $205K | Sell |
414
-1
| -0.2% | -$495 | 0.09% | 214 |
|
|
2023
Q4 | $219K | Buy |
+415
| New | +$219K | 0.11% | 173 |
|
|
2023
Q2 | – | Sell |
-149
| Closed | -$70.2K | – | 823 |
|
|
2023
Q1 | $70.2K | Buy |
149
+3
| +2% | +$1.41K | 0.03% | 401 |
|
|
2022
Q4 | $77.6K | Hold |
146
| – | – | 0.04% | 279 |
|
|
2022
Q3 | $76K | Hold |
146
| – | – | 0.04% | 290 |
|
|
2022
Q2 | $77K | Buy |
146
+5
| +4% | +$2.64K | 0.04% | 271 |
|
|
2022
Q1 | $72K | Hold |
141
| – | – | 0.04% | 301 |
|
|
2021
Q4 | $71K | Hold |
141
| – | – | 0.03% | 320 |
|
|
2021
Q3 | $55K | Buy |
141
+1
| +0.7% | +$390 | 0.04% | 311 |
|
|
2021
Q2 | $56K | Hold |
140
| – | – | 0.04% | 322 |
|
|
2021
Q1 | $52K | Buy |
140
+67
| +92% | +$24.9K | 0.04% | 305 |
|
|
2020
Q4 | $26K | Buy |
+73
| New | +$26K | 0.02% | 430 |
|