Elevated Capital 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 | $621K | Hold |
1,186
| – | – | 0.17% | 165 |
|
|
2025
Q1 | $621K | Buy |
1,186
+35
| +3% | +$18.3K | 0.17% | 165 |
|
|
2024
Q4 | $582K | Buy |
1,151
+350
| +44% | +$177K | 0.16% | 179 |
|
|
2024
Q3 | $469K | Buy |
+801
| New | +$469K | 0.12% | 212 |
|
|
2019
Q4 | $276K | Buy |
+939
| New | +$276K | 0.31% | 89 |
|
|
2019
Q1 | $632K | Buy |
+2,245
| New | +$632K | 0.42% | 86 |
|