Element Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Buy |
1,349
+607
| +82% | +$189K | 0.19% | 102 |
|
|
2025
Q1 | $389K | Hold |
742
| – | – | 0.21% | 89 |
|
|
2024
Q4 | $375K | Buy |
742
+4
| +0.5% | +$2.02K | 0.2% | 88 |
|
|
2024
Q3 | $432K | Sell |
738
-1
| -0.1% | -$585 | 0.23% | 81 |
|
|
2024
Q2 | $376K | Sell |
739
-53
| -7% | -$27K | 0.21% | 91 |
|
|
2024
Q1 | $392K | Buy |
792
+29
| +4% | +$14.4K | 0.23% | 85 |
|
|
2023
Q4 | $402K | Sell |
763
-31
| -4% | -$16.3K | 0.25% | 73 |
|
|
2023
Q3 | $400K | Buy |
794
+1
| +0.1% | +$504 | 0.29% | 64 |
|
|
2023
Q2 | $381K | Buy |
793
+39
| +5% | +$18.8K | 0.27% | 69 |
|
|
2023
Q1 | $356K | Buy |
754
+1
| +0.1% | +$472 | 0.27% | 75 |
|
|
2022
Q4 | $399K | Hold |
753
| – | – | 0.33% | 61 |
|
|
2022
Q3 | $380K | Buy |
753
+1
| +0.1% | +$505 | 0.35% | 55 |
|
|
2022
Q2 | $387K | Buy |
752
+11
| +1% | +$5.66K | 0.39% | 55 |
|
|
2022
Q1 | $378K | Sell |
741
-98
| -12% | -$50K | 0.3% | 62 |
|
|
2021
Q4 | $422K | Buy |
839
+13
| +2% | +$6.54K | 0.32% | 58 |
|
|
2021
Q3 | $323K | Sell |
826
-4
| -0.5% | -$1.56K | 0.26% | 68 |
|
|
2021
Q2 | $332K | Buy |
830
+19
| +2% | +$7.6K | 0.26% | 67 |
|
|
2021
Q1 | $302K | Hold |
811
| – | – | 0.25% | 71 |
|
|
2020
Q4 | $284K | Sell |
811
-1
| -0.1% | -$350 | 0.26% | 69 |
|
|
2020
Q3 | $253K | Sell |
812
-10
| -1% | -$3.12K | 0.27% | 72 |
|
|
2020
Q2 | $242K | Sell |
822
-48
| -6% | -$14.1K | 0.28% | 67 |
|
|
2020
Q1 | $217K | Buy |
+870
| New | +$217K | 0.3% | 64 |
|