Chemistry 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 | $3.17M | Buy |
10,177
+1,970
| +24% | +$615K | 0.68% | 24 |
|
|
2025
Q1 | $4.3M | Buy |
8,207
+598
| +8% | +$313K | 1% | 20 |
|
|
2024
Q4 | $3.85M | Buy |
7,609
+61
| +0.8% | +$30.9K | 0.9% | 22 |
|
|
2024
Q3 | $4.41M | Buy |
7,548
+248
| +3% | +$145K | 1.05% | 18 |
|
|
2024
Q2 | $3.72M | Buy |
7,300
+625
| +9% | +$318K | 0.96% | 20 |
|
|
2024
Q1 | $3.3M | Buy |
6,675
+281
| +4% | +$139K | 0.89% | 23 |
|
|
2023
Q4 | $3.37M | Buy |
6,394
+116
| +2% | +$61.1K | 1.02% | 19 |
|
|
2023
Q3 | $3.17M | Sell |
6,278
-311
| -5% | -$157K | 1.05% | 20 |
|
|
2023
Q2 | $3.17M | Sell |
6,589
-5
| -0.1% | -$2.4K | 1.03% | 19 |
|
|
2023
Q1 | $3.12M | Sell |
6,594
-60
| -0.9% | -$28.4K | 1.08% | 19 |
|
|
2022
Q4 | $3.53M | Hold |
6,654
| – | – | 1.37% | 13 |
|
|
2022
Q3 | $3.36M | Buy |
6,654
+64
| +1% | +$32.3K | 1.33% | 13 |
|
|
2022
Q2 | $3.39M | Buy |
6,590
+230
| +4% | +$118K | 1.29% | 15 |
|
|
2022
Q1 | $3.24M | Buy |
+6,360
| New | +$3.24M | 1.11% | 20 |
|