Forefront 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 | $1.48M | Buy |
4,741
+144
| +3% | +$44.9K | 1.19% | 30 |
|
|
2025
Q1 | $2.41M | Buy |
4,597
+2
| +0% | +$1.05K | 2.23% | 17 |
|
|
2024
Q4 | $2.32M | Buy |
+4,595
| New | +$2.32M | 2.14% | 17 |
|
|
2023
Q3 | $4.07M | Buy |
8,076
+22
| +0.3% | +$11.1K | 5.71% | 5 |
|
|
2023
Q2 | $3.87M | Buy |
8,054
+435
| +6% | +$209K | 5.12% | 5 |
|
|
2023
Q1 | $3.6M | Buy |
7,619
+24
| +0.3% | +$11.3K | 4.71% | 5 |
|
|
2022
Q4 | $4.03M | Buy |
7,595
+15
| +0.2% | +$7.95K | 5.42% | 4 |
|
|
2022
Q3 | $3.83M | Sell |
7,580
-135
| -2% | -$68.2K | 5.33% | 5 |
|
|
2022
Q2 | $3.97M | Sell |
7,715
-29
| -0.4% | -$14.9K | 5.35% | 4 |
|
|
2022
Q1 | $3.95M | Buy |
7,744
+74
| +1% | +$37.7K | 3.91% | 5 |
|
|
2021
Q4 | $3.85M | Buy |
+7,670
| New | +$3.85M | 3.68% | 8 |
|