Evexia Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Sell |
17,107
-830
| -5% | -$235K | 1.52% | 24 |
|
|
2025
Q1 | $10.4M | Buy |
17,937
+54
| +0.3% | +$31.2K | 3.77% | 10 |
|
|
2024
Q4 | $9.42M | Sell |
17,883
-46
| -0.3% | -$24.2K | 3.19% | 15 |
|
|
2024
Q3 | $10.5M | Sell |
17,929
-565
| -3% | -$330K | 3.71% | 12 |
|
|
2024
Q2 | $10.3M | Sell |
18,494
-237
| -1% | -$132K | 3.88% | 11 |
|
|
2024
Q1 | $8.23M | Sell |
18,731
-114
| -0.6% | -$50.1K | 3.39% | 13 |
|
|
2023
Q4 | $9.62M | Buy |
18,845
+439
| +2% | +$224K | 4.06% | 8 |
|
|
2023
Q3 | $9.76M | Buy |
18,406
+1,064
| +6% | +$564K | 4.94% | 2 |
|
|
2023
Q2 | $8.86M | Buy |
17,342
+322
| +2% | +$165K | 4.26% | 7 |
|
|
2023
Q1 | $8.34M | Buy |
+17,020
| New | +$8.34M | 4.5% | 4 |
|