Destiny Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
989
+564
| +133% | +$176K | 0.04% | 156 |
|
|
2025
Q1 | $223K | Sell |
425
-28
| -6% | -$14.7K | 0.04% | 152 |
|
|
2024
Q4 | $229K | Buy |
453
+2
| +0.4% | +$1.01K | 0.04% | 152 |
|
|
2024
Q3 | $264K | Sell |
451
-17
| -4% | -$9.94K | 0.05% | 139 |
|
|
2024
Q2 | $238K | Sell |
468
-250
| -35% | -$127K | 0.04% | 141 |
|
|
2024
Q1 | $355K | Sell |
718
-4
| -0.6% | -$1.98K | 0.06% | 114 |
|
|
2023
Q4 | $394K | Buy |
722
+72
| +11% | +$39.3K | 0.07% | 110 |
|
|
2023
Q3 | $328K | Hold |
650
| – | – | 0.07% | 126 |
|
|
2023
Q2 | $329K | Sell |
650
-14
| -2% | -$7.09K | 0.06% | 127 |
|
|
2023
Q1 | $314K | Buy |
664
+43
| +7% | +$20.3K | 0.06% | 130 |
|
|
2022
Q4 | $329K | Sell |
621
-6
| -1% | -$3.18K | 0.07% | 129 |
|
|
2022
Q3 | $317K | Sell |
627
-20
| -3% | -$10.1K | 0.07% | 114 |
|
|
2022
Q2 | $332K | Buy |
647
+58
| +10% | +$29.8K | 0.07% | 112 |
|
|
2022
Q1 | $300K | Hold |
589
| – | – | 0.06% | 134 |
|
|
2021
Q4 | $296K | Hold |
589
| – | – | 0.06% | 144 |
|
|
2021
Q3 | $230K | Sell |
589
-132
| -18% | -$51.5K | 0.05% | 156 |
|
|
2021
Q2 | $289K | Buy |
721
+113
| +19% | +$45.3K | 0.06% | 163 |
|
|
2021
Q1 | $226K | Buy |
608
+14
| +2% | +$5.2K | 0.05% | 155 |
|
|
2020
Q4 | $208K | Buy |
+594
| New | +$208K | 0.04% | 198 |
|