Buck Wealth Strategies’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.39M | Buy |
26,891
+8,307
| +45% | +$2.59M | 1.28% | 35 |
|
|
2025
Q1 | $9.73M | Buy |
18,584
+2,837
| +18% | +$1.49M | 1.77% | 21 |
|
|
2024
Q4 | $7.97M | Buy |
15,747
+3,571
| +29% | +$1.81M | 1.66% | 32 |
|
|
2024
Q3 | $7.12M | Sell |
12,176
-1,789
| -13% | -$1.05M | 2.24% | 21 |
|
|
2024
Q2 | $7.11M | Buy |
+13,965
| New | +$7.11M | 2.1% | 24 |
|
|
2024
Q1 | – | Sell |
-12,251
| Closed | -$6.45M | – | 100 |
|
|
2023
Q4 | $6.45M | Buy |
12,251
+1,527
| +14% | +$804K | 2.39% | 26 |
|
|
2023
Q3 | $5.41M | Buy |
10,724
+410
| +4% | +$207K | 2.17% | 27 |
|
|
2023
Q2 | $4.96M | Buy |
10,314
+728
| +8% | +$350K | 2.15% | 26 |
|
|
2023
Q1 | $4.53M | Buy |
+9,586
| New | +$4.53M | 2.21% | 25 |
|
|
2022
Q3 | $4.8M | Buy |
+9,515
| New | +$4.8M | 2.24% | 26 |
|