Avion 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 | $109K | Buy |
350
+104
| +42% | +$32.4K | 0.02% | 137 |
|
|
2025
Q1 | $124K | Hold |
246
| – | – | 0.03% | 121 |
|
|
2024
Q4 | $124K | Sell |
246
-3
| -1% | -$1.51K | 0.03% | 121 |
|
|
2024
Q3 | $145K | Buy |
249
+12
| +5% | +$6.99K | 0.04% | 94 |
|
|
2024
Q2 | $120K | Buy |
237
+45
| +23% | +$22.8K | 0.03% | 103 |
|
|
2024
Q1 | $96K | Sell |
192
-30
| -14% | -$15K | 0.03% | 122 |
|
|
2023
Q4 | $117K | Buy |
222
+11
| +5% | +$5.8K | 0.03% | 100 |
|
|
2023
Q3 | $106K | Buy |
211
+27
| +15% | +$13.6K | 0.03% | 102 |
|
|
2023
Q2 | $87K | Buy |
184
+14
| +8% | +$6.62K | 0.02% | 117 |
|
|
2023
Q1 | $90K | Buy |
170
+11
| +7% | +$5.82K | 0.02% | 107 |
|
|
2022
Q4 | $80K | Hold |
159
| – | – | 0.02% | 116 |
|
|
2022
Q3 | $80K | Hold |
159
| – | – | 0.02% | 116 |
|
|
2022
Q2 | $82K | Buy |
159
+6
| +4% | +$3.09K | 0.03% | 104 |
|
|
2022
Q1 | $78K | Hold |
153
| – | – | 0.02% | 99 |
|
|
2021
Q4 | $77K | Sell |
153
-42
| -22% | -$21.1K | 0.02% | 101 |
|
|
2021
Q3 | $76K | Hold |
195
| – | – | 0.02% | 97 |
|
|
2021
Q2 | $78K | Hold |
195
| – | – | 0.02% | 95 |
|
|
2021
Q1 | $73K | Sell |
195
-258
| -57% | -$96.6K | 0.03% | 98 |
|
|
2020
Q4 | $159K | Buy |
453
+261
| +136% | +$91.6K | 0.05% | 49 |
|
|
2020
Q3 | $60K | Hold |
192
| – | – | 0.02% | 85 |
|
|
2020
Q2 | $57K | Hold |
192
| – | – | 0.02% | 81 |
|
|
2020
Q1 | $48K | Buy |
+192
| New | +$48K | 0.02% | 87 |
|