Avidian Wealth Enterprises’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Sell |
1,736
-713
| -29% | -$222K | 0.02% | 315 |
|
|
2025
Q1 | $1.28M | Buy |
2,449
+39
| +2% | +$20.4K | 0.06% | 167 |
|
|
2024
Q4 | $1.22M | Sell |
2,410
-712
| -23% | -$360K | 0.05% | 163 |
|
|
2024
Q3 | $1.83M | Sell |
3,122
-74
| -2% | -$43.3K | 0.08% | 128 |
|
|
2024
Q2 | $1.63M | Buy |
3,196
+802
| +34% | +$408K | 0.07% | 133 |
|
|
2024
Q1 | $1.18M | Buy |
2,394
+571
| +31% | +$282K | 0.06% | 140 |
|
|
2023
Q4 | $960K | Buy |
1,823
+93
| +5% | +$49K | 0.06% | 171 |
|
|
2023
Q3 | $872K | Buy |
1,730
+25
| +1% | +$12.6K | 0.06% | 178 |
|
|
2023
Q2 | $820K | Sell |
1,705
-2,377
| -58% | -$1.14M | 0.05% | 207 |
|
|
2023
Q1 | $1.93M | Sell |
4,082
-117
| -3% | -$55.3K | 0.11% | 140 |
|
|
2022
Q4 | $2.23M | Buy |
4,199
+258
| +7% | +$137K | 0.15% | 118 |
|
|
2022
Q3 | $1.99M | Sell |
3,941
-7
| -0.2% | -$3.54K | 0.14% | 98 |
|
|
2022
Q2 | $2.03M | Buy |
3,948
+872
| +28% | +$448K | 0.14% | 111 |
|
|
2022
Q1 | $1.57M | Buy |
3,076
+258
| +9% | +$132K | 0.1% | 132 |
|
|
2021
Q4 | $1.42M | Buy |
2,818
+979
| +53% | +$492K | 0.09% | 141 |
|
|
2021
Q3 | $719K | Buy |
1,839
+141
| +8% | +$55.1K | 0.05% | 164 |
|
|
2021
Q2 | $680K | Sell |
1,698
-103
| -6% | -$41.2K | 0.05% | 172 |
|
|
2021
Q1 | $670K | Buy |
1,801
+158
| +10% | +$58.8K | 0.06% | 164 |
|
|
2020
Q4 | $576K | Buy |
1,643
+253
| +18% | +$88.7K | 0.05% | 162 |
|
|
2020
Q3 | $433K | Buy |
1,390
+485
| +54% | +$151K | 0.05% | 174 |
|
|
2020
Q2 | $267K | Buy |
+905
| New | +$267K | 0.04% | 214 |
|
|
2020
Q1 | – | Sell |
-832
| Closed | -$244K | – | 252 |
|
|
2019
Q4 | $244K | Buy |
+832
| New | +$244K | 0.03% | 199 |
|