Apollon 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 | $8.59M | Sell |
27,541
-4,968
| -15% | -$1.55M | 0.17% | 116 |
|
|
2025
Q1 | $17M | Buy |
32,509
+975
| +3% | +$511K | 0.37% | 51 |
|
|
2024
Q4 | $16M | Buy |
31,534
+1,824
| +6% | +$923K | 0.37% | 53 |
|
|
2024
Q3 | $17.4M | Sell |
29,710
-2,330
| -7% | -$1.36M | 0.49% | 40 |
|
|
2024
Q2 | $16.3M | Sell |
32,040
-389
| -1% | -$198K | 0.5% | 43 |
|
|
2024
Q1 | $16M | Sell |
32,429
-327
| -1% | -$162K | 0.51% | 41 |
|
|
2023
Q4 | $17.2M | Buy |
32,756
+10,828
| +49% | +$5.7M | 0.6% | 34 |
|
|
2023
Q3 | $11.1M | Sell |
21,928
-859
| -4% | -$433K | 0.56% | 36 |
|
|
2023
Q2 | $11M | Buy |
22,787
+3,387
| +17% | +$1.63M | 0.53% | 30 |
|
|
2023
Q1 | $9.17M | Sell |
19,400
-571
| -3% | -$270K | 0.56% | 30 |
|
|
2022
Q4 | $10.6M | Buy |
19,971
+402
| +2% | +$213K | 0.75% | 18 |
|
|
2022
Q3 | $9.88M | Buy |
19,569
+1,252
| +7% | +$632K | 0.81% | 15 |
|
|
2022
Q2 | $9.41M | Buy |
18,317
+8
| +0% | +$4.11K | 0.78% | 18 |
|
|
2022
Q1 | $9.34M | Buy |
18,309
+65
| +0.4% | +$33.1K | 0.66% | 19 |
|
|
2021
Q4 | $9.16M | Buy |
18,244
+2,863
| +19% | +$1.44M | 0.68% | 24 |
|
|
2021
Q3 | $6.01M | Buy |
15,381
+2,297
| +18% | +$898K | 0.82% | 20 |
|
|
2021
Q2 | $5.24M | Sell |
13,084
-1,801
| -12% | -$721K | 0.94% | 17 |
|
|
2021
Q1 | $5.54M | Buy |
14,885
+11,455
| +334% | +$4.26M | 1.07% | 16 |
|
|
2020
Q4 | $1.2M | Sell |
3,430
-484
| -12% | -$170K | 0.33% | 70 |
|
|
2020
Q3 | $1.22M | Buy |
3,914
+1,287
| +49% | +$401K | 0.55% | 40 |
|
|
2020
Q2 | $775K | Buy |
+2,627
| New | +$775K | 0.43% | 38 |
|
|
2020
Q1 | – | Sell |
-782
| Closed | -$223K | – | 83 |
|
|
2019
Q4 | $223K | Buy |
+782
| New | +$223K | 0.2% | 63 |
|