Core Wealth Partners’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 |
-2,093
| Closed | -$1.1M | – | 183 |
|
|
2025
Q1 | $1.1M | Buy |
2,093
+797
| +61% | +$417K | 0.64% | 39 |
|
|
2024
Q4 | $656K | Sell |
1,296
-349
| -21% | -$177K | 0.38% | 61 |
|
|
2024
Q3 | $962K | Buy |
1,645
+447
| +37% | +$261K | 0.58% | 45 |
|
|
2024
Q2 | $610K | Buy |
1,198
+154
| +15% | +$78.4K | 0.42% | 57 |
|
|
2024
Q1 | $516K | Buy |
1,044
+40
| +4% | +$19.8K | 0.39% | 55 |
|
|
2023
Q4 | $529K | Sell |
1,004
-18
| -2% | -$9.48K | 0.43% | 52 |
|
|
2023
Q3 | $515K | Hold |
1,022
| – | – | 0.47% | 47 |
|
|
2023
Q2 | $491K | Buy |
+1,022
| New | +$491K | 0.45% | 54 |
|