Atticus 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 | $228K | Buy |
731
+369
| +102% | +$115K | 0.06% | 155 |
|
|
2025
Q1 | $190K | Sell |
362
-389
| -52% | -$204K | 0.06% | 120 |
|
|
2024
Q4 | $380K | Sell |
751
-43
| -5% | -$21.8K | 0.12% | 80 |
|
|
2024
Q3 | $464K | Buy |
794
+31
| +4% | +$18.1K | 0.15% | 73 |
|
|
2024
Q2 | $388K | Buy |
763
+160
| +27% | +$81.5K | 0.13% | 76 |
|
|
2024
Q1 | $299K | Buy |
603
+252
| +72% | +$125K | 0.1% | 97 |
|
|
2023
Q4 | $185K | Sell |
351
-32
| -8% | -$16.9K | 0.07% | 123 |
|
|
2023
Q3 | $193K | Hold |
383
| – | – | 0.07% | 129 |
|
|
2023
Q2 | $184K | Sell |
383
-12
| -3% | -$5.77K | 0.07% | 139 |
|
|
2023
Q1 | $187K | Sell |
395
-205
| -34% | -$96.9K | 0.07% | 135 |
|
|
2022
Q4 | $318K | Sell |
600
-12
| -2% | -$6.36K | 0.13% | 98 |
|
|
2022
Q3 | $314K | Hold |
612
| – | – | 0.15% | 91 |
|
|
2022
Q2 | $314K | Buy |
612
+214
| +54% | +$110K | 0.13% | 105 |
|
|
2022
Q1 | $203K | Sell |
398
-22
| -5% | -$11.2K | 0.07% | 142 |
|
|
2021
Q4 | $211K | Buy |
420
+378
| +900% | +$190K | 0.08% | 118 |
|
|
2021
Q3 | $16K | Buy |
42
+17
| +68% | +$6.48K | 0.01% | 326 |
|
|
2021
Q2 | $10K | Hold |
25
| – | – | ﹤0.01% | 317 |
|
|
2021
Q1 | $9K | Hold |
25
| – | – | ﹤0.01% | 300 |
|
|
2020
Q4 | $9K | Buy |
+25
| New | +$9K | ﹤0.01% | 295 |
|
|
2020
Q1 | – | Sell |
-300
| Closed | -$88K | – | 429 |
|
|
2019
Q4 | $88K | Buy |
+300
| New | +$88K | 0.06% | 141 |
|