Consilium Wealth Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $817K | Sell |
2,618
-2,559
| -49% | -$798K | 0.34% | 49 |
|
|
2025
Q1 | $2.71M | Buy |
5,177
+282
| +6% | +$148K | 1.36% | 21 |
|
|
2024
Q4 | $2.48M | Buy |
4,895
+469
| +11% | +$237K | 1.18% | 22 |
|
|
2024
Q3 | $2.59M | Buy |
4,426
+464
| +12% | +$271K | 1.41% | 20 |
|
|
2024
Q2 | $2.02M | Sell |
3,962
-242
| -6% | -$123K | 1.1% | 23 |
|
|
2024
Q1 | $2.08M | Sell |
4,204
-969
| -19% | -$479K | 1.17% | 23 |
|
|
2023
Q4 | $2.72M | Buy |
5,173
+308
| +6% | +$162K | 1.64% | 18 |
|
|
2023
Q3 | $2.45M | Sell |
4,865
-73
| -1% | -$36.8K | 1.72% | 18 |
|
|
2023
Q2 | $2.37M | Buy |
4,938
+68
| +1% | +$32.7K | 1.64% | 18 |
|
|
2023
Q1 | $2.3M | Sell |
4,870
-463
| -9% | -$219K | 1.96% | 14 |
|
|
2022
Q4 | $2.83M | Buy |
5,333
+57
| +1% | +$30.2K | 2.41% | 12 |
|
|
2022
Q3 | $2.67M | Buy |
5,276
+574
| +12% | +$290K | 2.97% | 11 |
|
|
2022
Q2 | $2.42M | Buy |
4,702
+106
| +2% | +$54.4K | 2.6% | 10 |
|
|
2022
Q1 | $2.34M | Sell |
4,596
-346
| -7% | -$176K | 1.68% | 15 |
|
|
2021
Q4 | $2.48M | Buy |
+4,942
| New | +$2.48M | 1.61% | 14 |
|