Ameliora 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 | $1.25M | Sell |
4,000
-964
| -19% | -$301K | 0.45% | 40 |
|
|
2025
Q1 | $2.6M | Buy |
4,964
+45
| +0.9% | +$23.6K | 0.98% | 26 |
|
|
2024
Q4 | $2.49M | Hold |
4,919
| – | – | 0.93% | 26 |
|
|
2024
Q3 | $2.88M | Buy |
4,919
+27
| +0.6% | +$15.8K | 1.2% | 25 |
|
|
2024
Q2 | $2.49M | Buy |
4,892
+50
| +1% | +$25.5K | 1.13% | 31 |
|
|
2024
Q1 | $2.4M | Hold |
4,842
| – | – | 1.09% | 30 |
|
|
2023
Q4 | $2.55M | Buy |
4,842
+808
| +20% | +$425K | 1.27% | 27 |
|
|
2023
Q3 | $2.03M | Hold |
4,034
| – | – | 1.21% | 30 |
|
|
2023
Q2 | $1.94M | Hold |
4,034
| – | – | 1.2% | 30 |
|
|
2023
Q1 | $1.91M | Sell |
4,034
-356
| -8% | -$168K | 1.11% | 31 |
|
|
2022
Q4 | $2.33M | Buy |
4,390
+34
| +0.8% | +$18K | 1.25% | 29 |
|
|
2022
Q3 | $2.18M | Buy |
+4,356
| New | +$2.18M | 1.18% | 26 |
|