Gentry Private 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 |
-988
| Closed | -$517K | – | 90 |
|
|
2025
Q1 | $517K | Buy |
+988
| New | +$517K | 0.43% | 46 |
|
|
2024
Q4 | – | Sell |
-1,024
| Closed | -$599K | – | 78 |
|
|
2024
Q3 | $599K | Sell |
1,024
-4
| -0.4% | -$2.34K | 0.49% | 34 |
|
|
2024
Q2 | $524K | Buy |
+1,028
| New | +$524K | 0.46% | 30 |
|