Atria Wealth Solutions’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.38M | Sell |
14,071
-18,304
| -57% | -$5.7M | 0.1% | 234 |
|
|
2025
Q1 | $17M | Sell |
32,375
-2,616
| -7% | -$1.37M | 0.2% | 106 |
|
|
2024
Q4 | $17.7M | Sell |
34,991
-2,630
| -7% | -$1.33M | 0.19% | 106 |
|
|
2024
Q3 | $22M | Sell |
37,621
-3,774
| -9% | -$2.21M | 0.24% | 90 |
|
|
2024
Q2 | $21.1M | Sell |
41,395
-2,470
| -6% | -$1.26M | 0.23% | 89 |
|
|
2024
Q1 | $21.7M | Sell |
43,865
-2,288
| -5% | -$1.13M | 0.24% | 89 |
|
|
2023
Q4 | $24.3M | Sell |
46,153
-6,425
| -12% | -$3.38M | 0.3% | 65 |
|
|
2023
Q3 | $26.5M | Buy |
52,578
+3,343
| +7% | +$1.69M | 0.37% | 51 |
|
|
2023
Q2 | $23.7M | Buy |
49,235
+2,052
| +4% | +$986K | 0.32% | 62 |
|
|
2023
Q1 | $22.3M | Buy |
47,183
+680
| +1% | +$321K | 0.33% | 67 |
|
|
2022
Q4 | $24.7M | Buy |
46,503
+5,656
| +14% | +$3M | 0.4% | 45 |
|
|
2022
Q3 | $20.6M | Buy |
40,847
+999
| +3% | +$505K | 0.36% | 54 |
|
|
2022
Q2 | $20.5M | Buy |
39,848
+9,730
| +32% | +$5M | 0.38% | 53 |
|
|
2022
Q1 | $15.4M | Buy |
+30,118
| New | +$15.4M | 0.26% | 82 |
|