Avaii 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 | $1.08M | Buy |
3,466
+2,822
| +438% | +$880K | 0.48% | 27 |
|
|
2025
Q1 | $337K | Sell |
644
-32
| -5% | -$16.8K | 0.18% | 76 |
|
|
2024
Q4 | $342K | Sell |
676
-30
| -4% | -$15.2K | 0.17% | 84 |
|
|
2024
Q3 | $413K | Sell |
706
-59
| -8% | -$34.5K | 0.21% | 70 |
|
|
2024
Q2 | $390K | Sell |
765
-28
| -4% | -$14.3K | 0.22% | 84 |
|
|
2024
Q1 | $392K | Sell |
793
-57
| -7% | -$28.2K | 0.23% | 80 |
|
|
2023
Q4 | $448K | Sell |
850
-3
| -0.4% | -$1.58K | 0.29% | 82 |
|
|
2023
Q3 | $430K | Buy |
853
+17
| +2% | +$8.57K | 0.33% | 70 |
|
|
2023
Q2 | $402K | Buy |
836
+7
| +0.8% | +$3.37K | 0.31% | 78 |
|
|
2023
Q1 | $392K | Buy |
829
+11
| +1% | +$5.2K | 0.34% | 67 |
|
|
2022
Q4 | $434K | Buy |
818
+16
| +2% | +$8.48K | 0.39% | 58 |
|
|
2022
Q3 | $405K | Buy |
802
+41
| +5% | +$20.7K | 0.42% | 55 |
|
|
2022
Q2 | $391K | Sell |
761
-27
| -3% | -$13.9K | 0.42% | 48 |
|
|
2022
Q1 | $402K | Buy |
788
+158
| +25% | +$80.6K | 0.37% | 49 |
|
|
2021
Q4 | $316K | Buy |
+630
| New | +$316K | 0.32% | 75 |
|