Channel Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,257
| Closed | -$3.17M | – | 177 |
|
|
2024
Q4 | $3.17M | Sell |
6,257
-1,029
| -14% | -$521K | 1.03% | 29 |
|
|
2024
Q3 | $4.26M | Sell |
7,286
-1,339
| -16% | -$783K | 1.4% | 21 |
|
|
2024
Q2 | $4.39M | Buy |
8,625
+877
| +11% | +$447K | 1.59% | 17 |
|
|
2024
Q1 | $3.83M | Buy |
7,748
+1,353
| +21% | +$669K | 1.54% | 19 |
|
|
2023
Q4 | $3.37M | Sell |
6,395
-29
| -0.5% | -$15.3K | 1.59% | 16 |
|
|
2023
Q3 | $3.24M | Buy |
6,424
+775
| +14% | +$391K | 1.81% | 9 |
|
|
2023
Q2 | $2.72M | Buy |
5,649
+3,544
| +168% | +$1.7M | 1.56% | 12 |
|
|
2023
Q1 | $995K | Buy |
+2,105
| New | +$995K | 0.64% | 45 |
|