Compass 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 | – | Sell |
-80
| Closed | -$41.9K | – | 392 |
|
|
2025
Q1 | $41.9K | Sell |
80
-70
| -47% | -$36.7K | 0.01% | 260 |
|
|
2024
Q4 | $75.9K | Hold |
150
| – | – | 0.02% | 210 |
|
|
2024
Q3 | $87.7K | Sell |
150
-69
| -32% | -$40.3K | 0.02% | 210 |
|
|
2024
Q2 | $112K | Buy |
219
+2
| +0.9% | +$1.02K | 0.03% | 192 |
|
|
2024
Q1 | $107K | Sell |
217
-49
| -18% | -$24.2K | 0.03% | 191 |
|
|
2023
Q4 | $140K | Hold |
266
| – | – | 0.04% | 170 |
|
|
2023
Q3 | $134K | Sell |
266
-71
| -21% | -$35.8K | 0.04% | 166 |
|
|
2023
Q2 | $162K | Sell |
337
-13
| -4% | -$6.25K | 0.05% | 159 |
|
|
2023
Q1 | $165K | Buy |
350
+18
| +5% | +$8.51K | 0.05% | 160 |
|
|
2022
Q4 | $176K | Buy |
+332
| New | +$176K | 0.06% | 156 |
|