Boomfish 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 | Buy |
5,154
+23
| +0.4% | +$7.18K | 0.93% | 52 |
|
2025
Q1 | $2.69M | Buy |
5,131
+405
| +9% | +$212K | 1.74% | 13 |
|
2024
Q4 | $2.39M | Buy |
4,726
+159
| +3% | +$80.4K | 1.45% | 25 |
|
2024
Q3 | $2.67M | Sell |
4,567
-217
| -5% | -$127K | 1.64% | 19 |
|
2024
Q2 | $2.44M | Buy |
4,784
+121
| +3% | +$61.6K | 1.58% | 21 |
|
2024
Q1 | $2.31M | Buy |
4,663
+424
| +10% | +$210K | 1.55% | 23 |
|
2023
Q4 | $2.23M | Buy |
+4,239
| New | +$2.23M | 1.61% | 23 |
|