Ellevest Inc’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
3,296
-43
| -1% | -$13.4K | 0.16% | 96 |
|
|
2025
Q1 | $1.75M | Sell |
3,339
-111
| -3% | -$58.1K | 0.12% | 57 |
|
|
2024
Q4 | $1.75M | Sell |
3,450
-153
| -4% | -$77.4K | 0.1% | 63 |
|
|
2024
Q3 | $2.11M | Buy |
3,603
+529
| +17% | +$309K | 0.12% | 52 |
|
|
2024
Q2 | $1.57M | Sell |
3,074
-31
| -1% | -$15.8K | 0.09% | 64 |
|
|
2024
Q1 | $1.54M | Sell |
3,105
-141
| -4% | -$69.8K | 0.1% | 66 |
|
|
2023
Q4 | $1.71M | Buy |
3,246
+186
| +6% | +$97.9K | 0.12% | 54 |
|
|
2023
Q3 | $1.54M | Sell |
3,060
-84
| -3% | -$42.4K | 0.12% | 52 |
|
|
2023
Q2 | $1.51M | Buy |
3,144
+284
| +10% | +$137K | 0.11% | 52 |
|
|
2023
Q1 | $1.35M | Sell |
2,860
-544
| -16% | -$257K | 0.11% | 54 |
|
|
2022
Q4 | $1.8M | Buy |
3,404
+98
| +3% | +$52K | 0.15% | 42 |
|
|
2022
Q3 | $1.67M | Buy |
3,306
+147
| +5% | +$74.3K | 0.16% | 43 |
|
|
2022
Q2 | $1.62M | Buy |
3,159
+42
| +1% | +$21.6K | 0.15% | 42 |
|
|
2022
Q1 | $1.59M | Buy |
3,117
+529
| +20% | +$270K | 0.13% | 44 |
|
|
2021
Q4 | $1.3M | Buy |
2,588
+161
| +7% | +$80.9K | 0.12% | 48 |
|
|
2021
Q3 | $948K | Buy |
2,427
+341
| +16% | +$133K | 0.09% | 52 |
|
|
2021
Q2 | $835K | Buy |
2,086
+312
| +18% | +$125K | 0.08% | 57 |
|
|
2021
Q1 | $660K | Buy |
1,774
+236
| +15% | +$87.8K | 0.08% | 65 |
|
|
2020
Q4 | $539K | Buy |
1,538
+149
| +11% | +$52.2K | 0.08% | 65 |
|
|
2020
Q3 | $433K | Buy |
1,389
+264
| +23% | +$82.3K | 0.08% | 70 |
|
|
2020
Q2 | $332K | Buy |
1,125
+356
| +46% | +$105K | 0.07% | 75 |
|
|
2020
Q1 | $192K | Buy |
769
+219
| +40% | +$54.7K | 0.05% | 95 |
|
|
2019
Q4 | $162K | Buy |
550
+220
| +67% | +$64.8K | 0.05% | 76 |
|
|
2019
Q3 | $72K | Buy |
330
+25
| +8% | +$5.46K | 0.03% | 103 |
|
|
2019
Q2 | $74K | Buy |
305
+63
| +26% | +$15.3K | 0.03% | 92 |
|
|
2019
Q1 | $60K | Buy |
242
+12
| +5% | +$2.98K | 0.03% | 82 |
|
|
2018
Q4 | $57K | Buy |
+230
| New | +$57K | 0.03% | 158 |
|