Elk River Wealth 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 | $1.19M | Sell |
3,804
-13,158
| -78% | -$4.1M | 0.2% | 48 |
|
|
2025
Q1 | $8.88M | Sell |
16,962
-171
| -1% | -$89.6K | 1.66% | 17 |
|
|
2024
Q4 | $8.67M | Sell |
17,133
-104
| -0.6% | -$52.6K | 1.57% | 18 |
|
|
2024
Q3 | $10.1M | Sell |
17,237
-44
| -0.3% | -$25.7K | 1.83% | 15 |
|
|
2024
Q2 | $8.8M | Sell |
17,281
-63
| -0.4% | -$32.1K | 1.72% | 17 |
|
|
2024
Q1 | $8.58M | Sell |
17,344
-1,590
| -8% | -$787K | 1.74% | 17 |
|
|
2023
Q4 | $9.97M | Sell |
18,934
-175
| -0.9% | -$92.1K | 1.92% | 15 |
|
|
2023
Q3 | $9.63M | Sell |
19,109
-38
| -0.2% | -$19.2K | 2.13% | 14 |
|
|
2023
Q2 | $9.2M | Sell |
19,147
-254
| -1% | -$122K | 1.97% | 14 |
|
|
2023
Q1 | $9.17M | Buy |
19,401
+1,325
| +7% | +$626K | 2.08% | 13 |
|
|
2022
Q4 | $9.58M | Buy |
18,076
+295
| +2% | +$156K | 2.32% | 9 |
|
|
2022
Q3 | $8.98M | Buy |
17,781
+615
| +4% | +$311K | 2.37% | 10 |
|
|
2022
Q2 | $8.82M | Buy |
17,166
+166
| +1% | +$85.3K | 2.23% | 10 |
|
|
2022
Q1 | $8.67M | Buy |
17,000
+521
| +3% | +$266K | 1.89% | 15 |
|
|
2021
Q4 | $8.28M | Buy |
16,479
+56
| +0.3% | +$28.1K | 1.87% | 16 |
|
|
2021
Q3 | $6.42M | Buy |
16,423
+357
| +2% | +$139K | 1.62% | 19 |
|
|
2021
Q2 | $6.43M | Buy |
16,066
+231
| +1% | +$92.5K | 1.67% | 19 |
|
|
2021
Q1 | $5.89M | Buy |
15,835
+1,182
| +8% | +$440K | 1.68% | 17 |
|
|
2020
Q4 | $5.14M | Buy |
+14,653
| New | +$5.14M | 1.7% | 16 |
|