Balboa Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Sell |
811
-69
| -8% | -$21.5K | 0.05% | 284 |
|
|
2025
Q1 | $461K | Buy |
880
+1
| +0.1% | +$524 | 0.11% | 139 |
|
|
2024
Q4 | $445K | Sell |
879
-209
| -19% | -$106K | 0.1% | 156 |
|
|
2024
Q3 | $636K | Sell |
1,088
-202
| -16% | -$118K | 0.16% | 116 |
|
|
2024
Q2 | $657K | Buy |
1,290
+350
| +37% | +$178K | 0.17% | 106 |
|
|
2024
Q1 | $465K | Buy |
940
+12
| +1% | +$5.94K | 0.14% | 122 |
|
|
2023
Q4 | $489K | Sell |
928
-168
| -15% | -$88.5K | 0.16% | 115 |
|
|
2023
Q3 | $553K | Buy |
1,096
+206
| +23% | +$104K | 0.21% | 89 |
|
|
2023
Q2 | $428K | Sell |
890
-275
| -24% | -$132K | 0.15% | 127 |
|
|
2023
Q1 | $551K | Sell |
1,165
-239
| -17% | -$113K | 0.21% | 99 |
|
|
2022
Q4 | $744K | Buy |
1,404
+401
| +40% | +$213K | 0.34% | 70 |
|
|
2022
Q3 | $507K | Buy |
+1,003
| New | +$507K | 0.22% | 88 |
|