Centennial Wealth Advisory’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 |
-906
| Closed | -$475K | – | 174 |
|
|
2025
Q1 | $475K | Buy |
906
+80
| +10% | +$41.9K | 0.17% | 83 |
|
|
2024
Q4 | $418K | Buy |
826
+10
| +1% | +$5.06K | 0.16% | 81 |
|
|
2024
Q3 | $477K | Buy |
816
+82
| +11% | +$48K | 0.19% | 65 |
|
|
2024
Q2 | $374K | Buy |
734
+218
| +42% | +$111K | 0.16% | 76 |
|
|
2024
Q1 | $255K | Buy |
516
+111
| +27% | +$54.9K | 0.12% | 117 |
|
|
2023
Q4 | $213K | Sell |
405
-95
| -19% | -$50K | 0.11% | 126 |
|
|
2023
Q3 | $252K | Buy |
500
+72
| +17% | +$36.3K | 0.14% | 116 |
|
|
2023
Q2 | $206K | Buy |
+428
| New | +$206K | 0.11% | 123 |
|