Drive 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 | $650K | Sell |
2,082
-1,952
| -48% | -$609K | 0.14% | 130 |
|
|
2025
Q1 | $2.11M | Buy |
4,034
+966
| +31% | +$506K | 0.5% | 41 |
|
|
2024
Q4 | $1.55M | Buy |
3,068
+135
| +5% | +$68.3K | 0.38% | 47 |
|
|
2024
Q3 | $1.71M | Sell |
2,933
-1,154
| -28% | -$675K | 0.45% | 37 |
|
|
2024
Q2 | $2.08M | Buy |
4,087
+210
| +5% | +$107K | 0.56% | 30 |
|
|
2024
Q1 | $1.92M | Buy |
3,877
+830
| +27% | +$411K | 0.54% | 33 |
|
|
2023
Q4 | $1.6M | Buy |
+3,047
| New | +$1.6M | 0.52% | 39 |
|
|
2023
Q3 | – | Sell |
-2,813
| Closed | -$1.35M | – | 312 |
|
|
2023
Q2 | $1.35M | Buy |
2,813
+32
| +1% | +$15.4K | 0.5% | 44 |
|
|
2023
Q1 | $1.31M | Buy |
2,781
+125
| +5% | +$59.1K | 0.55% | 44 |
|
|
2022
Q4 | $1.41M | Buy |
2,656
+343
| +15% | +$182K | 0.7% | 33 |
|
|
2022
Q3 | $1.17M | Buy |
2,313
+270
| +13% | +$136K | 1.11% | 17 |
|
|
2022
Q2 | $1.05M | Buy |
2,043
+168
| +9% | +$86.3K | 0.96% | 24 |
|
|
2022
Q1 | $956K | Buy |
1,875
+469
| +33% | +$239K | 0.81% | 29 |
|
|
2021
Q4 | $706K | Buy |
+1,406
| New | +$706K | 0.62% | 37 |
|