Destination Wealth Management’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 |
-537
| Closed | -$281K | – | 262 |
|
|
2025
Q1 | $281K | Sell |
537
-31
| -5% | -$16.2K | 0.01% | 209 |
|
|
2024
Q4 | $287K | Buy |
568
+64
| +13% | +$32.4K | 0.01% | 202 |
|
|
2024
Q3 | $295K | Buy |
+504
| New | +$295K | 0.01% | 193 |
|
|
2024
Q2 | – | Sell |
-432
| Closed | -$214K | – | 209 |
|
|
2024
Q1 | $214K | Buy |
+432
| New | +$214K | 0.01% | 199 |
|
|
2023
Q4 | – | Sell |
-476
| Closed | -$240K | – | 204 |
|
|
2023
Q3 | $240K | Sell |
476
-1,572
| -77% | -$793K | 0.01% | 181 |
|
|
2023
Q2 | $984K | Sell |
2,048
-3,037
| -60% | -$1.46M | 0.04% | 117 |
|
|
2023
Q1 | $2.4M | Buy |
5,085
+22
| +0.4% | +$10.4K | 0.09% | 102 |
|
|
2022
Q4 | $2.68M | Sell |
5,063
-287
| -5% | -$152K | 0.11% | 100 |
|
|
2022
Q3 | $2.7M | Buy |
5,350
+137
| +3% | +$69.2K | 0.11% | 97 |
|
|
2022
Q2 | $2.68M | Buy |
5,213
+4,610
| +765% | +$2.37M | 0.11% | 101 |
|
|
2022
Q1 | $307K | Sell |
603
-1,601
| -73% | -$815K | 0.01% | 164 |
|
|
2021
Q4 | $1.11M | Buy |
+2,204
| New | +$1.11M | 0.04% | 113 |
|
|
2020
Q1 | – | Sell |
-1,030
| Closed | -$303K | – | 174 |
|
|
2019
Q4 | $303K | Buy |
+1,030
| New | +$303K | 0.02% | 135 |
|
|
2019
Q3 | – | Sell |
-658
| Closed | -$161K | – | 481 |
|
|
2019
Q2 | $161K | Sell |
658
-76
| -10% | -$18.6K | 0.01% | 147 |
|
|
2019
Q1 | $181K | Buy |
734
+42
| +6% | +$10.4K | 0.01% | 145 |
|
|
2018
Q4 | $172K | Sell |
692
-14
| -2% | -$3.48K | 0.01% | 152 |
|
|
2018
Q3 | $188K | Sell |
706
-5
| -0.7% | -$1.33K | 0.01% | 155 |
|
|
2018
Q2 | $174K | Sell |
711
-67
| -9% | -$16.4K | 0.01% | 146 |
|
|
2018
Q1 | $166K | Sell |
778
-138
| -15% | -$29.4K | 0.01% | 151 |
|
|
2017
Q4 | $202K | Sell |
916
-200
| -18% | -$44.1K | 0.01% | 150 |
|
|
2017
Q3 | $219K | Buy |
+1,116
| New | +$219K | 0.01% | 143 |
|
|
2017
Q1 | – | Sell |
-3,270
| Closed | -$523K | – | 174 |
|
|
2016
Q4 | $523K | Buy |
+3,270
| New | +$523K | 0.04% | 109 |
|