Beaird Harris 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 | $54.6K | Hold |
175
| – | – | ﹤0.01% | 239 |
|
|
2025
Q1 | $91.7K | Hold |
175
| – | – | 0.01% | 174 |
|
|
2024
Q4 | $88.5K | Sell |
175
-112
| -39% | -$56.7K | 0.01% | 184 |
|
|
2024
Q3 | $168K | Buy |
287
+159
| +124% | +$93K | 0.01% | 141 |
|
|
2024
Q2 | $65.1K | Sell |
128
-4
| -3% | -$2.04K | 0.01% | 196 |
|
|
2024
Q1 | $65.3K | Sell |
132
-33
| -20% | -$16.3K | 0.01% | 183 |
|
|
2023
Q4 | $86.9K | Buy |
165
+65
| +65% | +$34.2K | 0.01% | 153 |
|
|
2023
Q3 | $50.4K | Hold |
100
| – | – | 0.01% | 172 |
|
|
2023
Q2 | $48.1K | Hold |
100
| – | – | 0.01% | 171 |
|
|
2023
Q1 | $47.3K | Sell |
100
-176
| -64% | -$83.2K | 0.01% | 172 |
|
|
2022
Q4 | $146K | Buy |
276
+176
| +176% | +$93.3K | 0.03% | 109 |
|
|
2022
Q3 | $51K | Hold |
100
| – | – | 0.01% | 161 |
|
|
2022
Q2 | $51K | Sell |
100
-27
| -21% | -$13.8K | 0.01% | 136 |
|
|
2022
Q1 | $65K | Sell |
127
-23
| -15% | -$11.8K | 0.02% | 167 |
|
|
2021
Q4 | $75K | Buy |
+150
| New | +$75K | 0.03% | 192 |
|