EPG 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 | $746K | Buy |
2,390
+259
| +12% | +$80.8K | 0.22% | 119 |
|
|
2025
Q1 | $1.12M | Buy |
2,131
+1,661
| +353% | +$870K | 0.31% | 92 |
|
|
2024
Q4 | $238K | Sell |
470
-29
| -6% | -$14.7K | 0.06% | 216 |
|
|
2024
Q3 | $292K | Buy |
+499
| New | +$292K | 0.07% | 206 |
|
|
2024
Q2 | – | Sell |
-565
| Closed | -$280K | – | 213 |
|
|
2024
Q1 | $280K | Sell |
565
-50
| -8% | -$24.8K | 0.07% | 224 |
|
|
2023
Q4 | $318K | Hold |
615
| – | – | 0.08% | 196 |
|
|
2023
Q3 | $310K | Buy |
615
+13
| +2% | +$6.55K | 0.09% | 188 |
|
|
2023
Q2 | $289K | Sell |
602
-39
| -6% | -$18.8K | 0.09% | 193 |
|
|
2023
Q1 | $303K | Buy |
641
+187
| +41% | +$88.3K | 0.1% | 183 |
|
|
2022
Q4 | $241K | Sell |
454
-11
| -2% | -$5.83K | 0.09% | 188 |
|
|
2022
Q3 | $235K | Sell |
465
-9
| -2% | -$4.55K | 0.1% | 181 |
|
|
2022
Q2 | $244K | Sell |
474
-16
| -3% | -$8.24K | 0.1% | 182 |
|
|
2022
Q1 | $250K | Buy |
+490
| New | +$250K | 0.09% | 198 |
|
|
2020
Q2 | – | Sell |
-284
| Closed | -$71K | – | 727 |
|
|
2020
Q1 | $71K | Sell |
284
-1,036
| -78% | -$259K | 0.05% | 226 |
|
|
2019
Q4 | $388K | Buy |
+1,320
| New | +$388K | 0.28% | 60 |
|