CarsonAllaria 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 | $12.3K | Sell |
39
-33
| -46% | -$10.4K | 0.01% | 236 |
|
|
2025
Q1 | $38K | Hold |
72
| – | – | 0.02% | 143 |
|
|
2024
Q4 | $36.6K | Buy |
72
+1
| +1% | +$508 | 0.02% | 150 |
|
|
2024
Q3 | $42.1K | Hold |
71
| – | – | 0.02% | 137 |
|
|
2024
Q2 | $36.5K | Hold |
71
| – | – | 0.02% | 140 |
|
|
2024
Q1 | $35.3K | Hold |
71
| – | – | 0.02% | 150 |
|
|
2023
Q4 | $37.4K | Buy |
71
+1
| +1% | +$527 | 0.03% | 130 |
|
|
2023
Q3 | $35.7K | Sell |
70
-9
| -11% | -$4.59K | 0.03% | 129 |
|
|
2023
Q2 | $38.3K | Hold |
79
| – | – | 0.03% | 125 |
|
|
2023
Q1 | $37.5K | Hold |
79
| – | – | 0.03% | 122 |
|
|
2022
Q4 | $42K | Buy |
+79
| New | +$42K | 0.04% | 115 |
|