Elmwood 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 | $1.68M | Sell |
5,388
-40
| -0.7% | -$12.5K | 0.67% | 54 |
|
|
2025
Q1 | $2.84M | Sell |
5,428
-175
| -3% | -$91.7K | 1.17% | 34 |
|
|
2024
Q4 | $2.83M | Sell |
5,603
-120
| -2% | -$60.7K | 1.14% | 32 |
|
|
2024
Q3 | $3.35M | Sell |
5,723
-85
| -1% | -$49.7K | 1.38% | 22 |
|
|
2024
Q2 | $2.96M | Sell |
5,808
-329
| -5% | -$168K | 1.32% | 25 |
|
|
2024
Q1 | $3.04M | Buy |
6,137
+1,018
| +20% | +$504K | 1.3% | 23 |
|
|
2023
Q4 | $2.7M | Sell |
5,119
-1,221
| -19% | -$643K | 1.89% | 15 |
|
|
2023
Q3 | $3.2M | Sell |
6,340
-10
| -0.2% | -$5.04K | 1.54% | 14 |
|
|
2023
Q2 | $3.05M | Sell |
6,350
-175
| -3% | -$84.1K | 1.42% | 19 |
|
|
2023
Q1 | $3.08M | Sell |
6,525
-16
| -0.2% | -$7.56K | 1.46% | 15 |
|
|
2022
Q4 | $3.47M | Sell |
6,541
-40
| -0.6% | -$21.2K | 1.73% | 10 |
|
|
2022
Q3 | $3.32M | Buy |
6,581
+105
| +2% | +$53K | 1.66% | 12 |
|
|
2022
Q2 | $3.33M | Sell |
6,476
-30
| -0.5% | -$15.4K | 1.89% | 12 |
|
|
2022
Q1 | $3.32M | Buy |
6,506
+110
| +2% | +$56.1K | 1.7% | 15 |
|
|
2021
Q4 | $3.21M | Buy |
+6,396
| New | +$3.21M | 1.53% | 14 |
|
|
2021
Q2 | $2.58M | Hold |
6,446
| – | – | 1.36% | 19 |
|
|
2021
Q1 | $2.4M | Buy |
+6,446
| New | +$2.4M | 1.46% | 16 |
|
|
2020
Q3 | $1.83M | Hold |
6,213
| – | – | 1.49% | 17 |
|
|
2020
Q2 | $1.83M | Sell |
6,213
-2,244
| -27% | -$662K | 1.49% | 17 |
|
|
2020
Q1 | $1.81M | Buy |
8,457
+1,137
| +16% | +$243K | 1.73% | 12 |
|
|
2019
Q4 | $2.15M | Buy |
7,320
+45
| +0.6% | +$13.2K | 1.87% | 10 |
|
|
2019
Q3 | $1.58M | Hold |
7,275
| – | – | 1.6% | 20 |
|
|
2019
Q2 | $1.78M | Sell |
7,275
-60
| -0.8% | -$14.6K | 1.57% | 15 |
|
|
2019
Q1 | $1.81M | Sell |
7,335
-610
| -8% | -$151K | 1.68% | 11 |
|
|
2018
Q4 | $1.98M | Sell |
7,945
-138
| -2% | -$34.4K | 1.91% | 10 |
|
|
2018
Q3 | $2.15M | Sell |
8,083
-84
| -1% | -$22.3K | 1.78% | 12 |
|
|
2018
Q2 | $2M | Sell |
8,167
-290
| -3% | -$71.2K | 1.82% | 11 |
|
|
2018
Q1 | $1.81M | Buy |
+8,457
| New | +$1.81M | 1.73% | 12 |
|