Blue Zone Wealth 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 | $7.72M | Buy |
24,739
+11,657
| +89% | +$3.64M | 1.93% | 14 |
|
|
2025
Q1 | $6.85M | Buy |
13,082
+1,994
| +18% | +$1.04M | 1.9% | 13 |
|
|
2024
Q4 | $5.61M | Buy |
11,088
+291
| +3% | +$147K | 1.62% | 21 |
|
|
2024
Q3 | $6.31M | Buy |
10,797
+235
| +2% | +$137K | 1.96% | 16 |
|
|
2024
Q2 | $5.38M | Sell |
10,562
-357
| -3% | -$182K | 1.86% | 16 |
|
|
2024
Q1 | $5.4M | Buy |
10,919
+719
| +7% | +$356K | 1.86% | 21 |
|
|
2023
Q4 | $5.37M | Buy |
10,200
+253
| +3% | +$133K | 2.14% | 13 |
|
|
2023
Q3 | $5.02M | Buy |
9,947
+239
| +2% | +$120K | 2.2% | 15 |
|
|
2023
Q2 | $4.67M | Buy |
9,708
+9,036
| +1,345% | +$4.34M | 2.15% | 17 |
|
|
2023
Q1 | $317K | Sell |
672
-153
| -19% | -$72.3K | 0.17% | 62 |
|
|
2022
Q4 | $438K | Hold |
825
| – | – | 0.23% | 60 |
|
|
2022
Q3 | $417K | Sell |
825
-11
| -1% | -$5.56K | 0.22% | 67 |
|
|
2022
Q2 | $430K | Buy |
836
+6
| +0.7% | +$3.09K | 0.2% | 69 |
|
|
2022
Q1 | $423K | Buy |
830
+51
| +7% | +$26K | 0.16% | 70 |
|
|
2021
Q4 | $391K | Buy |
779
+121
| +18% | +$60.7K | 0.13% | 82 |
|
|
2021
Q3 | $257K | Hold |
658
| – | – | 0.09% | 90 |
|
|
2021
Q2 | $263K | Sell |
658
-83
| -11% | -$33.2K | 0.1% | 79 |
|
|
2021
Q1 | $276K | Sell |
741
-380
| -34% | -$142K | 0.12% | 75 |
|
|
2020
Q4 | $393K | Sell |
1,121
-301
| -21% | -$106K | 0.19% | 60 |
|
|
2020
Q3 | $443K | Hold |
1,422
| – | – | 0.25% | 53 |
|
|
2020
Q2 | $419K | Sell |
1,422
-1,398
| -50% | -$412K | 0.23% | 49 |
|
|
2020
Q1 | $703K | Buy |
+2,820
| New | +$703K | 0.66% | 22 |
|