Delos Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.3K | Buy |
+110
| New | +$34.3K | 0.03% | 112 |
|
|
2024
Q3 | – | Sell |
-60
| Closed | -$30.6K | – | 350 |
|
|
2024
Q2 | $30.6K | Hold |
60
| – | – | 0.03% | 88 |
|
|
2024
Q1 | $29.7K | Buy |
60
+53
| +757% | +$26.2K | 0.03% | 77 |
|
|
2023
Q4 | $3.69K | Sell |
7
-58
| -89% | -$30.5K | 0.01% | 123 |
|
|
2023
Q3 | $31K | Hold |
65
| – | – | 0.04% | 83 |
|
|
2023
Q2 | $31.2K | Hold |
65
| – | – | 0.04% | 79 |
|
|
2023
Q1 | $30.7K | Sell |
65
-56
| -46% | -$26.5K | 0.04% | 75 |
|
|
2022
Q4 | $64.2K | Hold |
121
| – | – | 0.1% | 55 |
|
|
2022
Q3 | $61K | Buy |
121
+27
| +29% | +$13.6K | 0.07% | 54 |
|
|
2022
Q2 | $48K | Hold |
94
| – | – | 0.05% | 59 |
|
|
2022
Q1 | $48K | Hold |
94
| – | – | 0.05% | 76 |
|
|
2021
Q4 | $47K | Buy |
94
+58
| +161% | +$29K | 0.04% | 80 |
|
|
2021
Q3 | $14K | Hold |
36
| – | – | 0.02% | 84 |
|
|
2021
Q2 | $14K | Buy |
+36
| New | +$14K | 0.02% | 87 |
|