Castle 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 | $1.25M | Buy |
4,005
+1,842
| +85% | +$575K | 0.45% | 52 |
|
|
2025
Q1 | $1.13M | Buy |
2,163
+72
| +3% | +$37.7K | 0.44% | 53 |
|
|
2024
Q4 | $1.06M | Sell |
2,091
-13
| -0.6% | -$6.58K | 0.42% | 55 |
|
|
2024
Q3 | $1.23M | Buy |
2,104
+41
| +2% | +$24K | 0.49% | 48 |
|
|
2024
Q2 | $1.05M | Buy |
2,063
+93
| +5% | +$47.4K | 0.5% | 50 |
|
|
2024
Q1 | $975K | Buy |
1,970
+221
| +13% | +$109K | 0.51% | 54 |
|
|
2023
Q4 | $921K | Buy |
1,749
+39
| +2% | +$20.5K | 0.55% | 48 |
|
|
2023
Q3 | $862K | Buy |
1,710
+281
| +20% | +$142K | 0.61% | 42 |
|
|
2023
Q2 | $687K | Buy |
1,429
+23
| +2% | +$11.1K | 0.48% | 48 |
|
|
2023
Q1 | $664K | Buy |
1,406
+288
| +26% | +$136K | 0.51% | 47 |
|
|
2022
Q4 | $593K | Buy |
1,118
+13
| +1% | +$6.89K | 0.37% | 54 |
|
|
2022
Q3 | $558K | Buy |
1,105
+601
| +119% | +$303K | 0.34% | 51 |
|
|
2022
Q2 | $259K | Buy |
+504
| New | +$259K | 0.15% | 94 |
|