BIP Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
863
+31
| +4% | +$9.67K | 0.02% | 227 |
|
|
2025
Q1 | $436K | Sell |
832
-12
| -1% | -$6.28K | 0.03% | 166 |
|
|
2024
Q4 | $427K | Buy |
844
+234
| +38% | +$118K | 0.03% | 165 |
|
|
2024
Q3 | $357K | Buy |
610
+206
| +51% | +$120K | 0.02% | 166 |
|
|
2024
Q2 | $206K | Sell |
404
-233
| -37% | -$119K | 0.02% | 187 |
|
|
2024
Q1 | $315K | Buy |
637
+16
| +3% | +$7.92K | 0.02% | 154 |
|
|
2023
Q4 | $327K | Buy |
621
+210
| +51% | +$111K | 0.03% | 145 |
|
|
2023
Q3 | $207K | Sell |
411
-109
| -21% | -$55K | 0.02% | 169 |
|
|
2023
Q2 | $250K | Sell |
520
-142
| -21% | -$68.3K | 0.02% | 155 |
|
|
2023
Q1 | $313K | Buy |
+662
| New | +$313K | 0.03% | 142 |
|