Circle Wealth Management’s UnitedHealth UNH Stock Holding History

Circle Wealth Management’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.69M	Buy	5,418 +1,236	+30%	+$386K	0.04%	89
2025 Q1	$2.19M	Sell	4,182 -936	-18%	-$490K	0.05%	68
2024 Q4	$2.59M	Buy	5,118 +13	+0.3%	+$6.58K	0.05%	65
2024 Q3	$2.98M	Sell	5,105 -145	-3%	-$84.8K	0.07%	60
2024 Q2	$2.67M	Sell	5,250 -446	-8%	-$227K	0.06%	59
2024 Q1	$2.82M	Sell	5,696 -32	-0.6%	-$15.8K	0.07%	59
2023 Q4	$3.02M	Buy	5,728 +143	+3%	+$75.3K	0.08%	56
2023 Q3	$2.82M	Buy	5,585 +1,113	+25%	+$561K	0.07%	57
2023 Q2	$2.15M	Buy	4,472 +1	+0%	+$481	0.28%	35
2023 Q1	$2.11M	Hold	4,471	–	–	0.31%	36
2022 Q4	$2.37M	Sell	4,471 -174	-4%	-$92.2K	0.37%	32
2022 Q3	$2.35M	Sell	4,645 -490	-10%	-$247K	0.39%	31
2022 Q2	$2.64M	Sell	5,135 -3	-0.1%	-$1.54K	0.42%	29
2022 Q1	$2.62M	Sell	5,138 -123	-2%	-$62.7K	0.34%	35
2021 Q4	$2.64M	Buy	5,261 +1	+0%	+$502	0.34%	36
2021 Q3	$2.06M	Buy	5,260 +6	+0.1%	+$2.34K	0.3%	38
2021 Q2	$2.1M	Buy	5,254 +320	+6%	+$128K	0.3%	38
2021 Q1	$1.84M	Buy	4,934 +122	+3%	+$45.4K	0.29%	39
2020 Q4	$1.69M	Buy	4,812 +353	+8%	+$124K	0.24%	47
2020 Q3	$1.39M	Buy	4,459 +161	+4%	+$50.2K	0.23%	49
2020 Q2	$1.27M	Buy	4,298 +2,773	+182%	+$818K	0.22%	51
2020 Q1	$380K	Buy	1,525 +53	+4%	+$13.2K	0.07%	126
2019 Q4	$433K	Sell	1,472 -149	-9%	-$43.8K	0.08%	114
2019 Q3	$352K	Sell	1,621 -16	-1%	-$3.47K	0.07%	121
2019 Q2	$399K	Buy	1,637 +687	+72%	+$167K	0.09%	103
2019 Q1	$235K	Sell	950 -39	-4%	-$9.65K	0.05%	141
2018 Q4	$246K	Sell	989 -513	-34%	-$128K	0.09%	70
2018 Q3	$400K	Sell	1,502 -7	-0.5%	-$1.86K	0.13%	65
2018 Q2	$370K	Buy	1,509 +19	+1%	+$4.66K	0.13%	68
2018 Q1	$319K	Buy	1,490 +5	+0.3%	+$1.07K	0.12%	71
2017 Q4	$327K	Buy	1,485 +16	+1%	+$3.52K	0.12%	71
2017 Q3	$288K	Buy	1,469 +70	+5%	+$13.7K	0.12%	67
2017 Q2	$259K	Buy	1,399 +72	+5%	+$13.3K	0.11%	69
2017 Q1	$218K	Buy	1,327 +5	+0.4%	+$821	0.1%	69
2016 Q4	$212K	Buy	+1,322	New	+$212K	0.11%	64