Alaethes Wealth’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 |
-4,763
| Closed | -$2.49M | – | 117 |
|
|
2025
Q1 | $2.49M | Buy |
4,763
+116
| +2% | +$60.8K | 0.91% | 32 |
|
|
2024
Q4 | $2.35M | Buy |
4,647
+33
| +0.7% | +$16.7K | 0.84% | 33 |
|
|
2024
Q3 | $2.7M | Sell |
4,614
-163
| -3% | -$95.3K | 1% | 23 |
|
|
2024
Q2 | $2.43M | Buy |
4,777
+130
| +3% | +$66.2K | 1.01% | 25 |
|
|
2024
Q1 | $2.3M | Sell |
4,647
-130
| -3% | -$64.3K | 1% | 29 |
|
|
2023
Q4 | $2.51M | Buy |
4,777
+131
| +3% | +$69K | 1.19% | 19 |
|
|
2023
Q3 | $2.34M | Buy |
4,646
+171
| +4% | +$86.2K | 1.28% | 15 |
|
|
2023
Q2 | $2.15M | Buy |
4,475
+32
| +0.7% | +$15.4K | 1.18% | 16 |
|
|
2023
Q1 | $2.1M | Buy |
4,443
+253
| +6% | +$120K | 1.23% | 14 |
|
|
2022
Q4 | $2.22M | Buy |
4,190
+46
| +1% | +$24.4K | 1.53% | 10 |
|
|
2022
Q3 | $2.09M | Buy |
4,144
+99
| +2% | +$50K | 1.54% | 10 |
|
|
2022
Q2 | $2.08M | Sell |
4,045
-108
| -3% | -$55.5K | 1.54% | 10 |
|
|
2022
Q1 | $2.12M | Sell |
4,153
-464
| -10% | -$237K | 1.35% | 12 |
|
|
2021
Q4 | $2.32M | Sell |
4,617
-92
| -2% | -$46.2K | 1.46% | 11 |
|
|
2021
Q3 | $1.84M | Buy |
4,709
+281
| +6% | +$110K | 1.34% | 16 |
|
|
2021
Q2 | $1.77M | Sell |
4,428
-241
| -5% | -$96.5K | 1.37% | 17 |
|
|
2021
Q1 | $1.74M | Buy |
+4,669
| New | +$1.74M | 1.61% | 12 |
|