Crown Wealth Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
747
+2
| +0.3% | +$624 | 0.09% | 98 |
|
|
2025
Q1 | $390K | Buy |
745
+70
| +10% | +$36.7K | 0.2% | 57 |
|
|
2024
Q4 | $341K | Buy |
675
+5
| +0.7% | +$2.53K | 0.14% | 77 |
|
|
2024
Q3 | $391K | Sell |
670
-22
| -3% | -$12.9K | 0.17% | 68 |
|
|
2024
Q2 | $352K | Buy |
692
+10
| +1% | +$5.09K | 0.18% | 66 |
|
|
2024
Q1 | $337K | Buy |
682
+30
| +5% | +$14.8K | 0.17% | 65 |
|
|
2023
Q4 | $343K | Buy |
652
+135
| +26% | +$71.1K | 0.21% | 54 |
|
|
2023
Q3 | $261K | Buy |
517
+37
| +8% | +$18.7K | 0.2% | 56 |
|
|
2023
Q2 | $231K | Sell |
480
-48
| -9% | -$23.1K | 0.18% | 59 |
|
|
2023
Q1 | $250K | Sell |
528
-119
| -18% | -$56.2K | 0.21% | 53 |
|
|
2022
Q4 | $343K | Buy |
647
+53
| +9% | +$28.1K | 0.32% | 41 |
|
|
2022
Q3 | $300K | Buy |
594
+23
| +4% | +$11.6K | 0.31% | 42 |
|
|
2022
Q2 | $293K | Buy |
571
+86
| +18% | +$44.1K | 0.27% | 50 |
|
|
2022
Q1 | $247K | Buy |
+485
| New | +$247K | 0.17% | 81 |
|