HB 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 | $15.3M | Sell |
48,952
-15,828
| -24% | -$4.94M | 0.12% | 92 |
|
|
2025
Q1 | $33.9M | Buy |
64,780
+12,794
| +25% | +$6.7M | 0.28% | 49 |
|
|
2024
Q4 | $26.3M | Buy |
51,986
+1,029
| +2% | +$521K | 0.27% | 45 |
|
|
2024
Q3 | $29.8M | Buy |
50,957
+1,387
| +3% | +$811K | 0.32% | 38 |
|
|
2024
Q2 | $25.2M | Buy |
49,570
+4,608
| +10% | +$2.35M | 0.29% | 37 |
|
|
2024
Q1 | $22.2M | Buy |
44,962
+4,615
| +11% | +$2.28M | 0.28% | 39 |
|
|
2023
Q4 | $21.2M | Buy |
40,347
+2,394
| +6% | +$1.26M | 0.31% | 36 |
|
|
2023
Q3 | $19.1M | Buy |
37,953
+1,701
| +5% | +$858K | 0.31% | 37 |
|
|
2023
Q2 | $17.4M | Buy |
36,252
+1,998
| +6% | +$960K | 0.28% | 38 |
|
|
2023
Q1 | $16.2M | Buy |
34,254
+360
| +1% | +$170K | 0.28% | 37 |
|
|
2022
Q4 | $18M | Buy |
33,894
+4,274
| +14% | +$2.27M | 0.33% | 36 |
|
|
2022
Q3 | $15M | Buy |
29,620
+748
| +3% | +$378K | 0.32% | 33 |
|
|
2022
Q2 | $14.8M | Buy |
28,872
+1,235
| +4% | +$634K | 0.3% | 32 |
|
|
2022
Q1 | $14.1M | Buy |
27,637
+3,758
| +16% | +$1.92M | 0.26% | 36 |
|
|
2021
Q4 | $12M | Buy |
+23,879
| New | +$12M | 0.24% | 38 |
|