Darden 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 | – | Sell |
-1,054
| Closed | -$552K | – | 136 |
|
|
2025
Q1 | $552K | Hold |
1,054
| – | – | 0.43% | 53 |
|
|
2024
Q4 | $533K | Hold |
1,054
| – | – | 0.36% | 58 |
|
|
2024
Q3 | $616K | Sell |
1,054
-1
| -0.1% | -$585 | 0.44% | 51 |
|
|
2024
Q2 | $537K | Sell |
1,055
-910
| -46% | -$463K | 0.32% | 55 |
|
|
2024
Q1 | $972K | Sell |
1,965
-100
| -5% | -$49.5K | 0.76% | 37 |
|
|
2023
Q4 | $1.09M | Buy |
+2,065
| New | +$1.09M | 1.05% | 23 |
|