Accurate 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 | $977K | Sell |
3,261
-819
| -20% | -$245K | 0.15% | 150 |
|
|
2025
Q1 | $2.44M | Buy |
4,080
+394
| +11% | +$236K | 0.47% | 59 |
|
|
2024
Q4 | $1.92M | Sell |
3,686
-90
| -2% | -$46.9K | 0.37% | 71 |
|
|
2024
Q3 | $2.11M | Sell |
3,776
-3,312
| -47% | -$1.85M | 0.42% | 62 |
|
|
2024
Q2 | $3.65M | Buy |
7,088
+9
| +0.1% | +$4.64K | 0.88% | 24 |
|
|
2024
Q1 | $3.55M | Sell |
7,079
-7
| -0.1% | -$3.51K | 1.04% | 25 |
|
|
2023
Q4 | $3.82M | Sell |
7,086
-159
| -2% | -$85.8K | 1.19% | 19 |
|
|
2023
Q3 | $3.89M | Buy |
7,245
+4,259
| +143% | +$2.29M | 1.22% | 17 |
|
|
2023
Q2 | $1.43M | Buy |
2,986
+143
| +5% | +$68.3K | 0.44% | 58 |
|
|
2023
Q1 | $1.46M | Sell |
2,843
-2,282
| -45% | -$1.18M | 0.5% | 52 |
|
|
2022
Q4 | $2.49M | Buy |
5,125
+3,386
| +195% | +$1.65M | 0.92% | 16 |
|
|
2022
Q3 | $906K | Buy |
1,739
+566
| +48% | +$295K | 0.38% | 58 |
|
|
2022
Q2 | $603K | Sell |
1,173
-10
| -0.8% | -$5.14K | 0.33% | 67 |
|
|
2022
Q1 | $603K | Buy |
1,183
+705
| +147% | +$359K | 0.27% | 76 |
|
|
2021
Q4 | $236K | Buy |
+478
| New | +$236K | 0.19% | 125 |
|