Evoke 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 | $5.71M | Buy |
18,316
+158
| +0.9% | +$49.3K | 0.13% | 67 |
|
|
2025
Q1 | $9.51M | Sell |
18,158
-1,464
| -7% | -$767K | 0.25% | 50 |
|
|
2024
Q4 | $9.93M | Sell |
19,622
-622
| -3% | -$315K | 0.28% | 45 |
|
|
2024
Q3 | $11.8M | Buy |
+20,244
| New | +$11.8M | 0.32% | 41 |
|
|
2024
Q2 | – | Sell |
-19,760
| Closed | -$9.78M | – | 363 |
|
|
2024
Q1 | $9.78M | Buy |
+19,760
| New | +$9.78M | 0.29% | 44 |
|
|
2023
Q4 | – | Sell |
-19,386
| Closed | -$9.77M | – | 328 |
|
|
2023
Q3 | $9.77M | Buy |
19,386
+175
| +0.9% | +$88.2K | 0.34% | 37 |
|
|
2023
Q2 | $9.23M | Buy |
19,211
+1,193
| +7% | +$573K | 0.32% | 39 |
|
|
2023
Q1 | $8.52M | Sell |
18,018
-291
| -2% | -$138K | 0.31% | 39 |
|
|
2022
Q4 | $9.71M | Sell |
18,309
-131
| -0.7% | -$69.5K | 0.35% | 40 |
|
|
2022
Q3 | $9.31M | Sell |
18,440
-566
| -3% | -$286K | 0.38% | 31 |
|
|
2022
Q2 | $9.76M | Sell |
19,006
-1,263
| -6% | -$649K | 0.36% | 32 |
|
|
2022
Q1 | $10.3M | Sell |
20,269
-443
| -2% | -$226K | 0.34% | 37 |
|
|
2021
Q4 | $10.4M | Buy |
20,712
+1
| +0% | +$502 | 0.33% | 41 |
|
|
2021
Q3 | $8.09M | Sell |
20,711
-52
| -0.3% | -$20.3K | 0.3% | 43 |
|
|
2021
Q2 | $8.31M | Buy |
20,763
+218
| +1% | +$87.3K | 0.32% | 45 |
|
|
2021
Q1 | $7.64M | Buy |
20,545
+19,427
| +1,738% | +$7.23M | 0.35% | 39 |
|
|
2020
Q4 | $392K | Buy |
1,118
+663
| +146% | +$232K | 0.03% | 173 |
|
|
2020
Q3 | $142K | Buy |
455
+1
| +0.2% | +$312 | 0.01% | 243 |
|
|
2020
Q2 | $134K | Sell |
454
-32
| -7% | -$9.45K | 0.01% | 238 |
|
|
2020
Q1 | $121K | Sell |
486
-75,232
| -99% | -$18.8M | 0.02% | 235 |
|
|
2019
Q4 | $22.3M | Sell |
75,718
-65
| -0.1% | -$19.1K | 2.83% | 7 |
|
|
2019
Q3 | $16.5M | Buy |
+75,783
| New | +$16.5M | 2.03% | 11 |
|