Gray 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 |
-426
| Closed | -$223K | – | 47 |
|
|
2025
Q1 | $223K | Sell |
426
-19
| -4% | -$9.96K | 0.13% | 36 |
|
|
2024
Q4 | $225K | Sell |
445
-17
| -4% | -$8.6K | 0.13% | 38 |
|
|
2024
Q3 | $270K | Sell |
462
-9
| -2% | -$5.26K | 0.16% | 31 |
|
|
2024
Q2 | $240K | Hold |
471
| – | – | 0.15% | 32 |
|
|
2024
Q1 | $233K | Buy |
+471
| New | +$233K | 0.15% | 32 |
|