Financial Synergies 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
Q2 | $1.64M | Buy |
+5,262
| New | +$1.64M | 0.18% | 42 |
|
|
2024
Q2 | – | Sell |
-117
| Closed | -$57.9K | – | 446 |
|
|
2024
Q1 | $57.9K | Hold |
117
| – | – | 0.01% | 121 |
|
|
2023
Q4 | $62K | Hold |
117
| – | – | 0.01% | 91 |
|
|
2023
Q3 | $59K | Hold |
117
| – | – | 0.01% | 108 |
|
|
2023
Q2 | $56.2K | Sell |
117
-4
| -3% | -$1.92K | 0.01% | 106 |
|
|
2023
Q1 | $57.2K | Buy |
121
+4
| +3% | +$1.89K | 0.01% | 105 |
|
|
2022
Q4 | $62K | Buy |
117
+41
| +54% | +$21.7K | 0.01% | 91 |
|
|
2022
Q3 | $38.4K | Hold |
76
| – | – | 0.01% | 100 |
|
|
2022
Q2 | $39K | Sell |
76
-462
| -86% | -$237K | 0.01% | 111 |
|
|
2022
Q1 | $274K | Hold |
538
| – | – | 0.04% | 53 |
|
|
2021
Q4 | $270K | Hold |
538
| – | – | 0.04% | 61 |
|
|
2021
Q3 | $210K | Hold |
538
| – | – | 0.03% | 64 |
|
|
2021
Q2 | $215K | Sell |
538
-50
| -9% | -$20K | 0.03% | 59 |
|
|
2021
Q1 | $219K | Buy |
+588
| New | +$219K | 0.03% | 55 |
|