Carolinas Wealth Consulting’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,046
| Closed | -$1.07M | – | 883 |
|
|
2025
Q1 | $1.07M | Sell |
2,046
-30
| -1% | -$15.7K | 0.23% | 61 |
|
|
2024
Q4 | $1.05M | Sell |
2,076
-68
| -3% | -$34.4K | 0.21% | 64 |
|
|
2024
Q3 | $1.25M | Sell |
2,144
-75
| -3% | -$43.8K | 0.23% | 59 |
|
|
2024
Q2 | $1.13M | Sell |
2,219
-135
| -6% | -$68.7K | 0.22% | 63 |
|
|
2024
Q1 | $1.16M | Buy |
2,354
+79
| +3% | +$39.1K | 0.23% | 59 |
|
|
2023
Q4 | $1.2M | Sell |
2,275
-190
| -8% | -$100K | 0.26% | 53 |
|
|
2023
Q3 | $1.32M | Sell |
2,465
-342
| -12% | -$183K | 0.33% | 46 |
|
|
2023
Q2 | $1.35M | Sell |
2,807
-256
| -8% | -$123K | 0.27% | 58 |
|
|
2023
Q1 | $1.45M | Buy |
3,063
+126
| +4% | +$59.5K | 0.31% | 53 |
|
|
2022
Q4 | $1.56M | Sell |
2,937
-79
| -3% | -$41.9K | 0.35% | 50 |
|
|
2022
Q3 | $1.52M | Sell |
3,016
-32
| -1% | -$16.2K | 0.39% | 44 |
|
|
2022
Q2 | $1.57M | Buy |
3,048
+120
| +4% | +$61.6K | 0.39% | 45 |
|
|
2022
Q1 | $1.49M | Sell |
2,928
-108
| -4% | -$55.1K | 0.33% | 46 |
|
|
2021
Q4 | $1.52M | Sell |
3,036
-19
| -0.6% | -$9.54K | 0.33% | 44 |
|
|
2021
Q3 | $1.19M | Sell |
3,055
-112
| -4% | -$43.8K | 0.28% | 48 |
|
|
2021
Q2 | $1.27M | Sell |
3,167
-3
| -0.1% | -$1.2K | 0.28% | 47 |
|
|
2021
Q1 | $1.18M | Buy |
3,170
+107
| +3% | +$39.8K | 0.29% | 45 |
|
|
2020
Q4 | $1.07M | Sell |
3,063
-133
| -4% | -$46.6K | 0.29% | 46 |
|
|
2020
Q3 | $996K | Buy |
3,196
+588
| +23% | +$183K | 0.34% | 45 |
|
|
2020
Q2 | $769K | Sell |
2,608
-147
| -5% | -$43.3K | 0.3% | 45 |
|
|
2020
Q1 | $686K | Buy |
2,755
+638
| +30% | +$159K | 0.37% | 43 |
|
|
2019
Q4 | $617K | Buy |
+2,117
| New | +$617K | 0.64% | 33 |
|