Ballew Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-508
| Closed | -$304K | – | 117 |
|
|
2025
Q1 | $304K | Buy |
+508
| New | +$304K | 0.2% | 83 |
|
|
2018
Q4 | – | Sell |
-251
| Closed | -$65K | – | 414 |
|
|
2018
Q3 | $65K | Sell |
251
-40
| -14% | -$10.4K | 0.06% | 146 |
|
|
2018
Q2 | $71K | Hold |
291
| – | – | 0.08% | 129 |
|
|
2018
Q1 | $62K | Buy |
+291
| New | +$62K | 0.05% | 145 |
|