Elevatus Welath 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 | – | Sell |
-740
| Closed | -$387K | – | 132 |
|
|
2025
Q1 | $387K | Sell |
740
-100
| -12% | -$52.4K | 0.22% | 65 |
|
|
2024
Q4 | $425K | Buy |
840
+303
| +56% | +$153K | 0.15% | 64 |
|
|
2024
Q3 | $314K | Buy |
537
+68
| +14% | +$39.8K | 0.1% | 71 |
|
|
2024
Q2 | $239K | Sell |
469
-123
| -21% | -$62.6K | 0.09% | 86 |
|
|
2024
Q1 | $293K | Sell |
592
-11
| -2% | -$5.45K | 0.12% | 73 |
|
|
2023
Q4 | $318K | Buy |
603
+155
| +35% | +$81.6K | 0.14% | 68 |
|
|
2023
Q3 | $226K | Buy |
+448
| New | +$226K | 0.2% | 58 |
|