FullCircle 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 | – | Sell |
-2,639
| Closed | -$1.11M | – | 276 |
|
|
2025
Q1 | $1.11M | Sell |
2,639
-314
| -11% | -$132K | 0.46% | 69 |
|
|
2024
Q4 | $1.57M | Sell |
2,953
-16
| -0.5% | -$8.5K | 0.64% | 45 |
|
|
2024
Q3 | $1.68M | Sell |
2,969
-120
| -4% | -$67.8K | 0.75% | 33 |
|
|
2024
Q2 | $1.73M | Buy |
+3,089
| New | +$1.73M | 0.85% | 29 |
|