Alterna 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 | $224K | Buy |
+718
| New | +$224K | 0.18% | 98 |
|
|
2024
Q3 | – | Sell |
-556
| Closed | -$283K | – | 114 |
|
|
2024
Q2 | $283K | Sell |
556
-31
| -5% | -$15.8K | 0.25% | 85 |
|
|
2024
Q1 | $290K | Buy |
+587
| New | +$290K | 0.24% | 72 |
|
|
2019
Q1 | – | Sell |
-9,739
| Closed | -$1.81M | – | 315 |
|
|
2018
Q4 | $1.81M | Buy |
+9,739
| New | +$1.81M | 0.29% | 54 |
|