Conscious Wealth Investments’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 |
-5,507
| Closed | -$2.81M | – | 56 |
|
|
2024
Q4 | $2.81M | Buy |
5,507
+232
| +4% | +$118K | 1.9% | 27 |
|
|
2024
Q3 | $2.98M | Buy |
5,275
+14
| +0.3% | +$7.91K | 2.05% | 25 |
|
|
2024
Q2 | $2.92M | Buy |
5,261
+43
| +0.8% | +$23.9K | 2.1% | 23 |
|
|
2024
Q1 | $2.45M | Buy |
5,218
+197
| +4% | +$92.3K | 1.86% | 30 |
|
|
2023
Q4 | $2.48M | Buy |
+5,021
| New | +$2.48M | 1.98% | 33 |
|