CreativeOne Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
12,741
+265
| +2% | +$82.7K | 0.1% | 179 |
|
|
2025
Q1 | $6.53M | Sell |
12,476
-772
| -6% | -$404K | 0.2% | 105 |
|
|
2024
Q4 | $6.7M | Buy |
13,248
+1,345
| +11% | +$680K | 0.21% | 95 |
|
|
2024
Q3 | $6.96M | Buy |
11,903
+1,512
| +15% | +$884K | 0.24% | 90 |
|
|
2024
Q2 | $5.29M | Sell |
10,391
-4,242
| -29% | -$2.16M | 0.27% | 81 |
|
|
2024
Q1 | $7.24M | Buy |
14,633
+2,908
| +25% | +$1.44M | 0.29% | 73 |
|
|
2023
Q4 | $6.17M | Buy |
11,725
+358
| +3% | +$188K | 0.4% | 61 |
|
|
2023
Q3 | $5.73M | Buy |
11,367
+226
| +2% | +$114K | 0.41% | 57 |
|
|
2023
Q2 | $5.36M | Sell |
11,141
-1,947
| -15% | -$936K | 0.25% | 75 |
|
|
2023
Q1 | $6.19M | Sell |
13,088
-942
| -7% | -$445K | 0.31% | 64 |
|
|
2022
Q4 | $7.44M | Sell |
14,030
-652
| -4% | -$346K | 0.41% | 54 |
|
|
2022
Q3 | $7.42M | Sell |
14,682
-58
| -0.4% | -$29.3K | 0.45% | 47 |
|
|
2022
Q2 | $7.57M | Buy |
14,740
+1,598
| +12% | +$821K | 0.41% | 50 |
|
|
2022
Q1 | $6.7M | Buy |
13,142
+2,370
| +22% | +$1.21M | 0.35% | 56 |
|
|
2021
Q4 | $5.41M | Buy |
10,772
+789
| +8% | +$396K | 0.27% | 68 |
|
|
2021
Q3 | $3.94M | Buy |
9,983
+731
| +8% | +$288K | 0.23% | 84 |
|
|
2021
Q2 | $3.71M | Buy |
9,252
+1,282
| +16% | +$513K | 0.23% | 87 |
|
|
2021
Q1 | $2.97M | Buy |
7,970
+613
| +8% | +$228K | 0.22% | 79 |
|
|
2020
Q4 | $2.58M | Buy |
7,357
+2,345
| +47% | +$822K | 0.21% | 82 |
|
|
2020
Q3 | $1.56M | Buy |
5,012
+958
| +24% | +$299K | 0.22% | 76 |
|
|
2020
Q2 | $1.2M | Buy |
4,054
+629
| +18% | +$185K | 0.19% | 77 |
|
|
2020
Q1 | $854K | Buy |
3,425
+658
| +24% | +$164K | 0.16% | 76 |
|
|
2019
Q4 | $814K | Buy |
2,767
+355
| +15% | +$104K | 0.14% | 80 |
|
|
2019
Q3 | $524K | Buy |
2,412
+126
| +6% | +$27.4K | 0.1% | 88 |
|
|
2019
Q2 | $558K | Buy |
2,286
+175
| +8% | +$42.7K | 0.12% | 87 |
|
|
2019
Q1 | $522K | Buy |
2,111
+191
| +10% | +$47.2K | 0.14% | 69 |
|
|
2018
Q4 | $478K | Buy |
+1,920
| New | +$478K | 0.16% | 53 |
|