Future Financial 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 | $464K | Buy |
1,486
+925
| +165% | +$289K | 0.32% | 63 |
|
|
2025
Q1 | $294K | Hold |
561
| – | – | 0.22% | 81 |
|
|
2024
Q4 | $284K | Sell |
561
-500
| -47% | -$253K | 0.21% | 85 |
|
|
2024
Q3 | $620K | Hold |
1,061
| – | – | 0.44% | 49 |
|
|
2024
Q2 | $540K | Buy |
1,061
+50
| +5% | +$25.5K | 0.48% | 49 |
|
|
2024
Q1 | $500K | Sell |
1,011
-215
| -18% | -$106K | 0.38% | 56 |
|
|
2023
Q4 | $646K | Buy |
1,226
+131
| +12% | +$69K | 0.64% | 39 |
|
|
2023
Q3 | $552K | Buy |
1,095
+1
| +0.1% | +$504 | 0.61% | 43 |
|
|
2023
Q2 | $526K | Buy |
1,094
+136
| +14% | +$65.4K | 0.55% | 47 |
|
|
2023
Q1 | $474K | Buy |
958
+105
| +12% | +$51.9K | 0.52% | 52 |
|
|
2022
Q4 | $452K | Buy |
853
+402
| +89% | +$213K | 0.51% | 59 |
|
|
2022
Q3 | $232K | Buy |
451
+1
| +0.2% | +$514 | 0.27% | 94 |
|
|
2022
Q2 | $230K | Hold |
450
| – | – | 0.22% | 113 |
|
|
2022
Q1 | $230K | Sell |
450
-22
| -5% | -$11.2K | 0.19% | 113 |
|
|
2021
Q4 | $237K | Buy |
+472
| New | +$237K | 0.19% | 109 |
|