Aviso 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 | $530K | Sell |
1,700
-131
| -7% | -$40.9K | 0.25% | 89 |
|
|
2025
Q1 | $959K | Buy |
1,831
+503
| +38% | +$263K | 0.51% | 53 |
|
|
2024
Q4 | $672K | Buy |
1,328
+494
| +59% | +$250K | 0.34% | 75 |
|
|
2024
Q3 | $488K | Buy |
834
+51
| +7% | +$29.8K | 0.26% | 88 |
|
|
2024
Q2 | $399K | Sell |
783
-3
| -0.4% | -$1.53K | 0.24% | 93 |
|
|
2024
Q1 | $389K | Buy |
786
+231
| +42% | +$114K | 0.25% | 97 |
|
|
2023
Q4 | $292K | Buy |
+555
| New | +$292K | 0.21% | 107 |
|