Centric 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 | $13.3M | Buy |
53,109
+49,432
| +1,344% | +$12.4M | 3.18% | 4 |
|
|
2025
Q1 | $1.93M | Sell |
3,677
-703
| -16% | -$368K | 0.51% | 68 |
|
|
2024
Q4 | $2.22M | Sell |
4,380
-3,479
| -44% | -$1.76M | 0.6% | 54 |
|
|
2024
Q3 | $4.69M | Buy |
7,859
+11
| +0.1% | +$6.56K | 1.25% | 17 |
|
|
2024
Q2 | $4.47M | Buy |
7,848
+360
| +5% | +$205K | 1.29% | 19 |
|
|
2024
Q1 | $3.62M | Buy |
7,488
+522
| +7% | +$252K | 1.15% | 22 |
|
|
2023
Q4 | $3.5M | Buy |
6,966
+338
| +5% | +$170K | 1.15% | 22 |
|
|
2023
Q3 | $3.34M | Buy |
6,628
+574
| +9% | +$289K | 1.4% | 18 |
|
|
2023
Q2 | $2.8M | Buy |
6,054
+119
| +2% | +$55.1K | 1.12% | 19 |
|
|
2023
Q1 | $2.81M | Buy |
5,935
+141
| +2% | +$66.6K | 1.22% | 16 |
|
|
2022
Q4 | $3.07M | Buy |
5,794
+172
| +3% | +$91.2K | 1.56% | 10 |
|
|
2022
Q3 | $2.84M | Sell |
5,622
-841
| -13% | -$425K | 1.13% | 16 |
|
|
2022
Q2 | $3.32M | Sell |
6,463
-70
| -1% | -$35.9K | 1.22% | 10 |
|
|
2022
Q1 | $3.33M | Buy |
6,533
+52
| +0.8% | +$26.5K | 1.05% | 16 |
|
|
2021
Q4 | $3.25M | Buy |
6,481
+165
| +3% | +$82.8K | 1.07% | 19 |
|
|
2021
Q3 | $2.47M | Buy |
6,316
+49
| +0.8% | +$19.1K | 0.91% | 23 |
|
|
2021
Q2 | $2.51M | Sell |
6,267
-127
| -2% | -$50.9K | 0.87% | 20 |
|
|
2021
Q1 | $2.38M | Sell |
6,394
-152
| -2% | -$56.6K | 0.68% | 34 |
|
|
2020
Q4 | $2.3M | Buy |
6,546
+3,134
| +92% | +$1.1M | 0.72% | 32 |
|
|
2020
Q3 | $740K | Sell |
3,412
-766
| -18% | -$166K | 0.56% | 47 |
|
|
2020
Q2 | $1.23M | Buy |
4,178
+766
| +22% | +$226K | 0.65% | 43 |
|
|
2020
Q1 | $740K | Buy |
+3,412
| New | +$740K | 0.56% | 47 |
|
|
2019
Q4 | – | Sell |
-3,412
| Closed | -$740K | – | 129 |
|
|
2019
Q3 | $740K | Buy |
3,412
+179
| +6% | +$38.8K | 0.56% | 47 |
|
|
2019
Q2 | $789K | Buy |
3,233
+225
| +7% | +$54.9K | 0.69% | 40 |
|
|
2019
Q1 | $744K | Buy |
3,008
+154
| +5% | +$38.1K | 0.69% | 41 |
|
|
2018
Q4 | $711K | Buy |
+2,854
| New | +$711K | 0.63% | 43 |
|