Ashton Thomas Private Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.87M | Sell |
25,214
-5,786
| -19% | -$1.81M | 0.28% | 87 |
|
|
2025
Q1 | $16.2M | Sell |
31,000
-2,869
| -8% | -$1.5M | 0.62% | 32 |
|
|
2024
Q4 | $17.1M | Sell |
33,869
-2,101
| -6% | -$1.06M | 0.67% | 28 |
|
|
2024
Q3 | $21M | Buy |
35,970
+269
| +0.8% | +$157K | 1.11% | 15 |
|
|
2024
Q2 | $18.2M | Buy |
35,701
+356
| +1% | +$181K | 0.99% | 14 |
|
|
2024
Q1 | $17.5M | Buy |
35,345
+983
| +3% | +$486K | 1% | 14 |
|
|
2023
Q4 | $18.1M | Buy |
34,362
+2,026
| +6% | +$1.07M | 1.14% | 11 |
|
|
2023
Q3 | $16.3M | Buy |
32,336
+2,413
| +8% | +$1.22M | 1.19% | 14 |
|
|
2023
Q2 | $14.4M | Buy |
29,923
+4,378
| +17% | +$2.1M | 1.1% | 12 |
|
|
2023
Q1 | $12.1M | Buy |
25,545
+1,657
| +7% | +$783K | 1.06% | 15 |
|
|
2022
Q4 | $12.7M | Buy |
23,888
+403
| +2% | +$214K | 1.26% | 11 |
|
|
2022
Q3 | $11.9M | Sell |
23,485
-1,378
| -6% | -$696K | 1.34% | 10 |
|
|
2022
Q2 | $12.8M | Sell |
24,863
-2,080
| -8% | -$1.07M | 1.38% | 11 |
|
|
2022
Q1 | $13.7M | Buy |
26,943
+3,550
| +15% | +$1.81M | 1.2% | 10 |
|
|
2021
Q4 | $11.7M | Buy |
23,393
+7,270
| +45% | +$3.65M | 1.14% | 10 |
|
|
2021
Q3 | $6.3M | Buy |
16,123
+1,246
| +8% | +$487K | 0.91% | 23 |
|
|
2021
Q2 | $5.96M | Sell |
14,877
-524
| -3% | -$210K | 0.91% | 22 |
|
|
2021
Q1 | $5.73M | Buy |
15,401
+2,076
| +16% | +$772K | 0.97% | 20 |
|
|
2020
Q4 | $4.67M | Buy |
13,325
+8,313
| +166% | +$2.92M | 0.89% | 20 |
|
|
2020
Q3 | $1.56M | Buy |
5,012
+1,607
| +47% | +$501K | 0.39% | 68 |
|
|
2020
Q2 | $1M | Buy |
3,405
+1,529
| +82% | +$451K | 0.3% | 94 |
|
|
2020
Q1 | $468K | Buy |
1,876
+60
| +3% | +$15K | 0.19% | 131 |
|
|
2019
Q4 | $534K | Buy |
+1,816
| New | +$534K | 0.18% | 137 |
|