Brady Family 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 | $1.67M | Sell |
5,360
-1,043
| -16% | -$325K | 0.52% | 50 |
|
|
2025
Q1 | $3.35M | Sell |
6,403
-449
| -7% | -$235K | 1.07% | 37 |
|
|
2024
Q4 | $3.47M | Buy |
6,852
+236
| +4% | +$119K | 1.06% | 36 |
|
|
2024
Q3 | $3.87M | Buy |
6,616
+220
| +3% | +$129K | 1.16% | 36 |
|
|
2024
Q2 | $3.26M | Buy |
6,396
+38
| +0.6% | +$19.4K | 1.05% | 38 |
|
|
2024
Q1 | $3.15M | Buy |
6,358
+37
| +0.6% | +$18.3K | 1.02% | 40 |
|
|
2023
Q4 | $3.33M | Sell |
6,321
-17
| -0.3% | -$8.95K | 1.14% | 36 |
|
|
2023
Q3 | $3.2M | Buy |
6,338
+17
| +0.3% | +$8.57K | 1.24% | 33 |
|
|
2023
Q2 | $3.04M | Buy |
6,321
+181
| +3% | +$87K | 1.13% | 35 |
|
|
2023
Q1 | $2.9M | Buy |
6,140
+6
| +0.1% | +$2.84K | 1.15% | 36 |
|
|
2022
Q4 | $3.25M | Buy |
+6,134
| New | +$3.25M | 1.34% | 30 |
|