Guardian Wealth 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 | – | Sell |
-130
| Closed | -$68.4K | – | 198 |
|
|
2025
Q1 | $68.4K | Hold |
130
| – | – | 0.05% | 93 |
|
|
2024
Q4 | $65.9K | Buy |
130
+1
| +0.8% | +$507 | 0.04% | 107 |
|
|
2024
Q3 | $75.4K | Hold |
129
| – | – | 0.05% | 101 |
|
|
2024
Q2 | $65.9K | Hold |
129
| – | – | 0.05% | 101 |
|
|
2024
Q1 | $63.9K | Buy |
129
+1
| +0.8% | +$495 | 0.05% | 104 |
|
|
2023
Q4 | $67.8K | Hold |
128
| – | – | 0.06% | 99 |
|
|
2023
Q3 | $64.7K | Hold |
128
| – | – | 0.06% | 99 |
|
|
2023
Q2 | $61.5K | Hold |
128
| – | – | 0.06% | 102 |
|
|
2023
Q1 | $60.3K | Buy |
128
+1
| +0.8% | +$471 | 0.06% | 103 |
|
|
2022
Q4 | $67.5K | Hold |
127
| – | – | 0.07% | 104 |
|
|
2022
Q3 | $64K | Hold |
127
| – | – | 0.07% | 96 |
|
|
2022
Q2 | $65K | Hold |
127
| – | – | 0.07% | 100 |
|
|
2022
Q1 | $65K | Hold |
127
| – | – | 0.06% | 109 |
|
|
2021
Q4 | $64K | Buy |
+127
| New | +$64K | 0.06% | 110 |
|