Berry Wealth Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
5,155
-470
| -8% | -$147K | 1.13% | 26 |
|
|
2025
Q1 | $2.95M | Sell |
5,625
-77
| -1% | -$40.3K | 2.3% | 14 |
|
|
2024
Q4 | $2.88M | Buy |
5,702
+337
| +6% | +$170K | 2.08% | 14 |
|
|
2024
Q3 | $3.14M | Buy |
5,365
+4,071
| +315% | +$2.38M | 2.25% | 13 |
|
|
2024
Q2 | $659K | Buy |
1,294
+104
| +9% | +$52.9K | 0.53% | 34 |
|
|
2024
Q1 | $589K | Sell |
1,190
-139
| -10% | -$68.8K | 0.49% | 33 |
|
|
2023
Q4 | $699K | Buy |
+1,329
| New | +$699K | 0.64% | 29 |
|