ERTS Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-441
| Closed | -$223K | – | 86 |
|
|
2024
Q4 | $223K | Sell |
441
-6
| -1% | -$3.04K | 0.04% | 83 |
|
|
2024
Q3 | $261K | Buy |
447
+2
| +0.4% | +$1.17K | 0.05% | 83 |
|
|
2024
Q2 | $227K | Buy |
445
+3
| +0.7% | +$1.53K | 0.05% | 84 |
|
|
2024
Q1 | $219K | Hold |
442
| – | – | 0.04% | 85 |
|
|
2023
Q4 | $233K | Sell |
442
-4
| -0.9% | -$2.11K | 0.05% | 81 |
|
|
2023
Q3 | $225K | Sell |
446
-47
| -10% | -$23.7K | 0.05% | 79 |
|
|
2023
Q2 | $237K | Buy |
493
+35
| +8% | +$16.8K | 0.06% | 82 |
|
|
2023
Q1 | $216K | Sell |
458
-120
| -21% | -$56.7K | 0.05% | 87 |
|
|
2022
Q4 | $306K | Sell |
578
-31
| -5% | -$16.4K | 0.08% | 76 |
|
|
2022
Q3 | $308K | Hold |
609
| – | – | 0.09% | 65 |
|
|
2022
Q2 | $313K | Buy |
609
+3
| +0.5% | +$1.54K | 0.09% | 66 |
|
|
2022
Q1 | $309K | Sell |
606
-106
| -15% | -$54.1K | 0.09% | 66 |
|
|
2021
Q4 | $358K | Hold |
712
| – | – | 0.09% | 61 |
|
|
2021
Q3 | $278K | Sell |
712
-40
| -5% | -$15.6K | 0.07% | 67 |
|
|
2021
Q2 | $301K | Sell |
752
-6
| -0.8% | -$2.4K | 0.08% | 66 |
|
|
2021
Q1 | $282K | Buy |
758
+22
| +3% | +$8.19K | 0.08% | 70 |
|
|
2020
Q4 | $258K | Buy |
736
+5
| +0.7% | +$1.75K | 0.08% | 66 |
|
|
2020
Q3 | $228K | Sell |
731
-295
| -29% | -$92K | 0.09% | 67 |
|
|
2020
Q2 | $303K | Sell |
1,026
-79
| -7% | -$23.3K | 0.12% | 64 |
|
|
2020
Q1 | $276K | Sell |
1,105
-45
| -4% | -$11.2K | 0.13% | 66 |
|
|
2019
Q4 | $338K | Sell |
1,150
-67
| -6% | -$19.7K | 0.15% | 60 |
|
|
2019
Q3 | $264K | Hold |
1,217
| – | – | 0.13% | 69 |
|
|
2019
Q2 | $297K | Buy |
1,217
+152
| +14% | +$37.1K | 0.16% | 64 |
|
|
2019
Q1 | $263K | Buy |
1,065
+335
| +46% | +$82.7K | 0.16% | 70 |
|
|
2018
Q4 | $182K | Buy |
+730
| New | +$182K | 0.13% | 77 |
|