BlackDiamond 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 | $238K | Buy |
729
+15
| +2% | +$4.89K | 0.14% | 146 |
|
|
2025
Q1 | $272K | Sell |
714
-142
| -17% | -$54.1K | 0.18% | 112 |
|
|
2024
Q4 | $433K | Buy |
856
+6
| +0.7% | +$3.04K | 0.25% | 89 |
|
|
2024
Q3 | $522K | Buy |
850
+121
| +17% | +$74.4K | 0.32% | 79 |
|
|
2024
Q2 | $413K | Buy |
729
+88
| +14% | +$49.8K | 0.27% | 83 |
|
|
2024
Q1 | $317K | Sell |
641
-136
| -18% | -$67.3K | 0.23% | 98 |
|
|
2023
Q4 | $391K | Buy |
777
+187
| +32% | +$94.1K | 0.29% | 79 |
|
|
2023
Q3 | $313K | Buy |
590
+3
| +0.5% | +$1.59K | 0.28% | 86 |
|
|
2023
Q2 | $300K | Buy |
587
+75
| +15% | +$38.3K | 0.25% | 91 |
|
|
2023
Q1 | $252K | Buy |
512
+8
| +2% | +$3.94K | 0.26% | 95 |
|
|
2022
Q4 | $245K | Buy |
504
+46
| +10% | +$22.4K | 0.28% | 91 |
|
|
2022
Q3 | $247K | Buy |
458
+8
| +2% | +$4.31K | 0.3% | 86 |
|
|
2022
Q2 | $234K | Buy |
450
+52
| +13% | +$27K | 0.29% | 96 |
|
|
2022
Q1 | $203K | Sell |
398
-22
| -5% | -$11.2K | 0.24% | 107 |
|
|
2021
Q4 | $211K | Buy |
+420
| New | +$211K | 0.24% | 104 |
|