Angeles 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 | $338K | Sell |
1,083
-1,439
| -57% | -$449K | 0.02% | 240 |
|
|
2025
Q1 | $1.32M | Sell |
2,522
-125
| -5% | -$65.5K | 0.11% | 69 |
|
|
2024
Q4 | $1.34M | Sell |
2,647
-64
| -2% | -$32.4K | 0.11% | 67 |
|
|
2024
Q3 | $1.59M | Buy |
2,711
+105
| +4% | +$61.4K | 0.14% | 60 |
|
|
2024
Q2 | $1.33M | Buy |
2,606
+426
| +20% | +$217K | 0.12% | 62 |
|
|
2024
Q1 | $1.08M | Buy |
2,180
+537
| +33% | +$266K | 0.11% | 66 |
|
|
2023
Q4 | $865K | Buy |
1,643
+195
| +13% | +$103K | 0.11% | 74 |
|
|
2023
Q3 | $730K | Sell |
1,448
-341
| -19% | -$172K | 0.1% | 73 |
|
|
2023
Q2 | $860K | Sell |
1,789
-266
| -13% | -$128K | 0.12% | 76 |
|
|
2023
Q1 | $971K | Sell |
2,055
-2,573
| -56% | -$1.22M | 0.14% | 73 |
|
|
2022
Q4 | $2.45M | Sell |
4,628
-122
| -3% | -$64.7K | 0.43% | 31 |
|
|
2022
Q3 | $2.4M | Buy |
4,750
+281
| +6% | +$142K | 0.47% | 29 |
|
|
2022
Q2 | $2.3M | Buy |
4,469
+718
| +19% | +$369K | 0.46% | 30 |
|
|
2022
Q1 | $1.91M | Buy |
+3,751
| New | +$1.91M | 0.36% | 32 |
|