Echo45 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 | – | Sell |
-561
| Closed | -$294K | – | 56 |
|
|
2025
Q1 | $294K | Sell |
561
-58
| -9% | -$30.4K | 0.2% | 39 |
|
|
2024
Q4 | $318K | Buy |
619
+38
| +7% | +$19.5K | 0.21% | 40 |
|
|
2024
Q3 | $339K | Sell |
581
-36
| -6% | -$21K | 0.22% | 36 |
|
|
2024
Q2 | $314K | Sell |
617
-228
| -27% | -$116K | 0.22% | 36 |
|
|
2024
Q1 | $418K | Sell |
845
-40
| -5% | -$19.8K | 0.3% | 28 |
|
|
2023
Q4 | $466K | Buy |
885
+26
| +3% | +$13.7K | 0.36% | 24 |
|
|
2023
Q3 | $433K | Sell |
859
-64
| -7% | -$32.3K | 0.37% | 23 |
|
|
2023
Q2 | $444K | Sell |
923
-54
| -6% | -$26K | 0.37% | 22 |
|
|
2023
Q1 | $462K | Sell |
977
-120
| -11% | -$56.7K | 0.38% | 21 |
|
|
2022
Q4 | $582K | Sell |
1,097
-11
| -1% | -$5.83K | 0.52% | 21 |
|
|
2022
Q3 | $560K | Sell |
1,108
-194
| -15% | -$98.1K | 0.57% | 20 |
|
|
2022
Q2 | $669K | Sell |
1,302
-573
| -31% | -$294K | 0.63% | 20 |
|
|
2022
Q1 | $956K | Sell |
1,875
-285
| -13% | -$145K | 0.75% | 21 |
|
|
2021
Q4 | $1.09M | Buy |
+2,160
| New | +$1.09M | 0.87% | 17 |
|