Altus Wealth Group’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 |
-855
| Closed | -$448K | – | 143 |
|
|
2025
Q1 | $448K | Sell |
855
-16
| -2% | -$8.38K | 0.21% | 87 |
|
|
2024
Q4 | $441K | Sell |
871
-37
| -4% | -$18.7K | 0.19% | 97 |
|
|
2024
Q3 | $531K | Buy |
908
+8
| +0.9% | +$4.68K | 0.23% | 83 |
|
|
2024
Q2 | $458K | Sell |
900
-35
| -4% | -$17.8K | 0.23% | 89 |
|
|
2024
Q1 | $463K | Sell |
935
-48
| -5% | -$23.7K | 0.23% | 87 |
|
|
2023
Q4 | $518K | Sell |
983
-21
| -2% | -$11.1K | 0.29% | 82 |
|
|
2023
Q3 | $506K | Sell |
1,004
-53
| -5% | -$26.7K | 0.32% | 74 |
|
|
2023
Q2 | $508K | Sell |
1,057
-135
| -11% | -$64.9K | 0.31% | 79 |
|
|
2023
Q1 | $563K | Sell |
1,192
-23
| -2% | -$10.9K | 0.38% | 67 |
|
|
2022
Q4 | $644K | Buy |
1,215
+472
| +64% | +$250K | 0.49% | 56 |
|
|
2022
Q3 | $290K | Hold |
743
| – | – | 0.29% | 84 |
|
|
2022
Q2 | $290K | Sell |
743
-11
| -1% | -$4.29K | 0.29% | 84 |
|
|
2022
Q1 | $385K | Buy |
754
+11
| +1% | +$5.62K | 0.32% | 69 |
|
|
2021
Q4 | $373K | Hold |
743
| – | – | 0.31% | 77 |
|
|
2021
Q3 | $290K | Hold |
743
| – | – | 0.29% | 84 |
|
|
2021
Q2 | $298K | Sell |
743
-6
| -0.8% | -$2.41K | 0.29% | 80 |
|
|
2021
Q1 | $308K | Buy |
749
+258
| +53% | +$106K | 0.31% | 76 |
|
|
2020
Q4 | $173K | Buy |
+491
| New | +$173K | 0.17% | 104 |
|