Brown Miller 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 | $2.25M | Buy |
7,228
+648
| +10% | +$202K | 0.7% | 36 |
|
|
2025
Q1 | $3.45M | Buy |
6,580
+470
| +8% | +$246K | 1.19% | 19 |
|
|
2024
Q4 | $3.09M | Sell |
6,110
-26
| -0.4% | -$13.2K | 1.19% | 22 |
|
|
2024
Q3 | $3.59M | Buy |
6,136
+64
| +1% | +$37.4K | 1.39% | 14 |
|
|
2024
Q2 | $3.09M | Buy |
6,072
+156
| +3% | +$79.4K | 1.28% | 18 |
|
|
2024
Q1 | $2.93M | Buy |
5,916
+219
| +4% | +$108K | 1.29% | 21 |
|
|
2023
Q4 | $3M | Buy |
5,697
+42
| +0.7% | +$22.1K | 1.5% | 14 |
|
|
2023
Q3 | $2.85M | Sell |
5,655
-433
| -7% | -$218K | 1.59% | 12 |
|
|
2023
Q2 | $2.93M | Sell |
6,088
-7
| -0.1% | -$3.37K | 1.58% | 12 |
|
|
2023
Q1 | $2.88M | Sell |
6,095
-34
| -0.6% | -$16.1K | 1.7% | 12 |
|
|
2022
Q4 | $3.25M | Buy |
6,129
+23
| +0.4% | +$12.2K | 2.05% | 9 |
|
|
2022
Q3 | $3.08M | Buy |
6,106
+280
| +5% | +$141K | 2.19% | 10 |
|
|
2022
Q2 | $2.99M | Buy |
5,826
+171
| +3% | +$87.8K | 2.04% | 9 |
|
|
2022
Q1 | $2.88M | Buy |
5,655
+124
| +2% | +$63.2K | 1.67% | 14 |
|
|
2021
Q4 | $2.78M | Buy |
5,531
+72
| +1% | +$36.2K | 1.59% | 16 |
|
|
2021
Q3 | $2.13M | Buy |
5,459
+127
| +2% | +$49.6K | 1.34% | 20 |
|
|
2021
Q2 | $2.14M | Buy |
5,332
+148
| +3% | +$59.3K | 1.36% | 20 |
|
|
2021
Q1 | $1.93M | Buy |
5,184
+239
| +5% | +$88.9K | 1.36% | 19 |
|
|
2020
Q4 | $1.73M | Buy |
+4,945
| New | +$1.73M | 1.3% | 23 |
|