Austin 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 | $780K | Sell |
2,501
-254
| -9% | -$79.2K | 0.06% | 129 |
|
|
2025
Q1 | $1.44M | Sell |
2,755
-56
| -2% | -$29.3K | 0.13% | 80 |
|
|
2024
Q4 | $1.42M | Buy |
2,811
+396
| +16% | +$200K | 0.13% | 67 |
|
|
2024
Q3 | $1.41M | Buy |
2,415
+1,184
| +96% | +$692K | 0.14% | 57 |
|
|
2024
Q2 | $627K | Sell |
1,231
-15
| -1% | -$7.64K | 0.07% | 105 |
|
|
2024
Q1 | $573K | Buy |
1,246
+111
| +10% | +$51K | 0.07% | 107 |
|
|
2023
Q4 | $598K | Buy |
1,135
+51
| +5% | +$26.9K | 0.08% | 88 |
|
|
2023
Q3 | $547K | Buy |
1,084
+76
| +8% | +$38.3K | 0.08% | 85 |
|
|
2023
Q2 | $484K | Buy |
1,008
+21
| +2% | +$10.1K | 0.07% | 93 |
|
|
2023
Q1 | $466K | Sell |
987
-79
| -7% | -$37.3K | 0.07% | 92 |
|
|
2022
Q4 | $565K | Sell |
1,066
-7
| -0.7% | -$3.71K | 0.1% | 81 |
|
|
2022
Q3 | $542K | Buy |
1,073
+19
| +2% | +$9.6K | 0.11% | 66 |
|
|
2022
Q2 | $541K | Buy |
1,054
+82
| +8% | +$42.1K | 0.12% | 69 |
|
|
2022
Q1 | $496K | Buy |
972
+21
| +2% | +$10.7K | 0.1% | 66 |
|
|
2021
Q4 | $478K | Sell |
951
-4
| -0.4% | -$2.01K | 0.1% | 73 |
|
|
2021
Q3 | $373K | Buy |
955
+48
| +5% | +$18.7K | 0.08% | 80 |
|
|
2021
Q2 | $363K | Sell |
907
-95
| -9% | -$38K | 0.08% | 85 |
|
|
2021
Q1 | $373K | Sell |
1,002
-10
| -1% | -$3.72K | 0.1% | 73 |
|
|
2020
Q4 | $355K | Buy |
1,012
+208
| +26% | +$73K | 0.1% | 71 |
|
|
2020
Q3 | $251K | Buy |
804
+52
| +7% | +$16.2K | 0.09% | 79 |
|
|
2020
Q2 | $222K | Buy |
+752
| New | +$222K | 0.1% | 76 |
|
|
2020
Q1 | – | Sell |
-719
| Closed | -$211K | – | 85 |
|
|
2019
Q4 | $211K | Buy |
+719
| New | +$211K | 0.11% | 79 |
|