Guardian Wealth Advisors (North Carolina)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
5,347
-2,117
| -28% | -$660K | 0.12% | 102 |
|
|
2025
Q1 | $3.91M | Buy |
7,464
+189
| +3% | +$99K | 0.31% | 51 |
|
|
2024
Q4 | $3.68M | Buy |
7,275
+938
| +15% | +$474K | 0.29% | 54 |
|
|
2024
Q3 | $3.7M | Buy |
6,337
+102
| +2% | +$59.6K | 0.39% | 39 |
|
|
2024
Q2 | $3.18M | Buy |
6,235
+202
| +3% | +$103K | 0.37% | 39 |
|
|
2024
Q1 | $2.98M | Buy |
6,033
+109
| +2% | +$53.9K | 0.37% | 38 |
|
|
2023
Q4 | $3.12M | Sell |
5,924
-14
| -0.2% | -$7.37K | 0.47% | 34 |
|
|
2023
Q3 | $2.99M | Buy |
5,938
+227
| +4% | +$114K | 0.51% | 33 |
|
|
2023
Q2 | $2.75M | Buy |
5,711
+347
| +6% | +$167K | 0.47% | 26 |
|
|
2023
Q1 | $2.54M | Buy |
5,364
+164
| +3% | +$77.5K | 0.45% | 27 |
|
|
2022
Q4 | $2.76M | Sell |
5,200
-78
| -1% | -$41.4K | 0.53% | 21 |
|
|
2022
Q3 | $2.67M | Sell |
5,278
-10
| -0.2% | -$5.05K | 0.5% | 23 |
|
|
2022
Q2 | $2.72M | Buy |
5,288
+2,001
| +61% | +$1.03M | 0.5% | 21 |
|
|
2022
Q1 | $1.68M | Sell |
3,287
-573
| -15% | -$292K | 0.72% | 25 |
|
|
2021
Q4 | $1.94M | Buy |
+3,860
| New | +$1.94M | 0.83% | 27 |
|