Gen-Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
3,568
-426
| -11% | -$133K | 0.43% | 58 |
|
|
2025
Q1 | $2.09M | Buy |
3,994
+478
| +14% | +$250K | 0.87% | 21 |
|
|
2024
Q4 | $1.78M | Buy |
3,516
+341
| +11% | +$172K | 0.76% | 24 |
|
|
2024
Q3 | $1.79M | Buy |
3,175
+407
| +15% | +$229K | 0.78% | 24 |
|
|
2024
Q2 | $1.41M | Buy |
2,768
+158
| +6% | +$80.5K | 0.68% | 30 |
|
|
2024
Q1 | $1.29M | Buy |
+2,610
| New | +$1.29M | 0.64% | 34 |
|