Endowment 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 | – | Sell |
-650
| Closed | -$341K | – | 164 |
|
|
2025
Q1 | $341K | Buy |
650
+31
| +5% | +$16.2K | 0.22% | 89 |
|
|
2024
Q4 | $313K | Sell |
619
-10
| -2% | -$5.06K | 0.21% | 95 |
|
|
2024
Q3 | $368K | Sell |
629
-8
| -1% | -$4.68K | 0.24% | 82 |
|
|
2024
Q2 | $325K | Buy |
637
+12
| +2% | +$6.11K | 0.24% | 90 |
|
|
2024
Q1 | $309K | Sell |
625
-3
| -0.5% | -$1.49K | 0.23% | 91 |
|
|
2023
Q4 | $331K | Sell |
628
-11
| -2% | -$5.79K | 0.28% | 83 |
|
|
2023
Q3 | $322K | Buy |
639
+25
| +4% | +$12.6K | 0.29% | 85 |
|
|
2023
Q2 | $295K | Buy |
614
+31
| +5% | +$14.9K | 0.27% | 97 |
|
|
2023
Q1 | $275K | Sell |
583
-1
| -0.2% | -$472 | 0.28% | 92 |
|
|
2022
Q4 | $310K | Sell |
584
-28
| -5% | -$14.9K | 0.34% | 70 |
|
|
2022
Q3 | $309K | Sell |
612
-4
| -0.6% | -$2.02K | 0.37% | 72 |
|
|
2022
Q2 | $316K | Buy |
616
+19
| +3% | +$9.75K | 0.38% | 67 |
|
|
2022
Q1 | $305K | Buy |
597
+21
| +4% | +$10.7K | 0.32% | 72 |
|
|
2021
Q4 | $289K | Buy |
+576
| New | +$289K | 0.29% | 70 |
|