GeoWealth 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 | $2.4M | Sell |
7,683
-2,495
| -25% | -$778K | 0.09% | 130 |
|
|
2025
Q1 | $5.33M | Sell |
10,178
-1,330
| -12% | -$697K | 0.21% | 63 |
|
|
2024
Q4 | $5.82M | Sell |
11,508
-844
| -7% | -$427K | 0.19% | 86 |
|
|
2024
Q3 | $7.22M | Buy |
12,352
+1,204
| +11% | +$704K | 0.26% | 69 |
|
|
2024
Q2 | $5.68M | Buy |
11,148
+1,599
| +17% | +$814K | 0.25% | 60 |
|
|
2024
Q1 | $4.72M | Buy |
9,549
+3,044
| +47% | +$1.51M | 0.18% | 98 |
|
|
2023
Q4 | $3.42M | Buy |
6,505
+5,587
| +609% | +$2.94M | 0.28% | 81 |
|
|
2023
Q3 | $463K | Buy |
918
+170
| +23% | +$85.7K | 0.05% | 209 |
|
|
2023
Q2 | $360K | Buy |
748
+2
| +0.3% | +$963 | 0.04% | 200 |
|
|
2023
Q1 | $352K | Sell |
746
-772
| -51% | -$364K | 0.04% | 164 |
|
|
2022
Q4 | $805K | Buy |
1,518
+254
| +20% | +$135K | 0.09% | 124 |
|
|
2022
Q3 | $640K | Buy |
1,264
+200
| +19% | +$101K | 0.07% | 144 |
|
|
2022
Q2 | $546K | Sell |
1,064
-1
| -0.1% | -$513 | 0.07% | 150 |
|
|
2022
Q1 | $544K | Sell |
1,065
-13
| -1% | -$6.64K | 0.05% | 198 |
|
|
2021
Q4 | $541K | Buy |
1,078
+9
| +0.8% | +$4.52K | 0.04% | 200 |
|
|
2021
Q3 | $418K | Sell |
1,069
-9
| -0.8% | -$3.52K | 0.03% | 234 |
|
|
2021
Q2 | $432K | Buy |
1,078
+33
| +3% | +$13.2K | 0.05% | 159 |
|
|
2021
Q1 | $390K | Sell |
1,045
-248
| -19% | -$92.6K | 0.06% | 145 |
|
|
2020
Q4 | $457K | Buy |
+1,293
| New | +$457K | 0.07% | 148 |
|
|
2019
Q4 | – | Sell |
-2,407
| Closed | -$523K | – | 209 |
|
|
2019
Q3 | $523K | Buy |
+2,407
| New | +$523K | 0.12% | 97 |
|