Elevation 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 | $59K | Hold |
189
| – | – | 0.02% | 216 |
|
|
2025
Q1 | $99K | Sell |
189
-814
| -81% | -$426K | 0.04% | 174 |
|
|
2024
Q4 | $507K | Buy |
1,003
+4
| +0.4% | +$2.02K | 0.21% | 66 |
|
|
2024
Q3 | $584K | Sell |
999
-65
| -6% | -$38K | 0.25% | 61 |
|
|
2024
Q2 | $542K | Sell |
1,064
-46
| -4% | -$23.4K | 0.26% | 63 |
|
|
2024
Q1 | $549K | Sell |
1,110
-429
| -28% | -$212K | 0.27% | 62 |
|
|
2023
Q4 | $776K | Buy |
1,539
+1,370
| +811% | +$691K | 0.47% | 44 |
|
|
2023
Q3 | $85.2K | Hold |
169
| – | – | 0.07% | 108 |
|
|
2023
Q2 | $81.2K | Buy |
169
+124
| +276% | +$59.6K | 0.07% | 118 |
|
|
2023
Q1 | $21.3K | Buy |
+45
| New | +$21.3K | 0.02% | 213 |
|