Hemington 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 | $301K | Sell |
966
-188
| -16% | -$58.6K | 0.04% | 102 |
|
|
2025
Q1 | $604K | Buy |
1,154
+28
| +2% | +$14.7K | 0.09% | 67 |
|
|
2024
Q4 | $569K | Buy |
1,126
+63
| +6% | +$31.8K | 0.14% | 65 |
|
|
2024
Q3 | $599K | Sell |
1,063
-316
| -23% | -$178K | 0.16% | 62 |
|
|
2024
Q2 | $702K | Sell |
1,379
-21
| -2% | -$10.7K | 0.24% | 58 |
|
|
2024
Q1 | $693K | Buy |
1,400
+259
| +23% | +$128K | 0.25% | 57 |
|
|
2023
Q4 | $600K | Buy |
1,141
+61
| +6% | +$32.1K | 0.23% | 57 |
|
|
2023
Q3 | $544K | Sell |
1,080
-125
| -10% | -$63K | 0.26% | 49 |
|
|
2023
Q2 | $578K | Sell |
1,205
-45
| -4% | -$21.6K | 0.23% | 49 |
|
|
2023
Q1 | $590K | Sell |
1,250
-19
| -1% | -$8.97K | 0.24% | 45 |
|
|
2022
Q4 | $672K | Sell |
1,269
-177
| -12% | -$93.7K | 0.29% | 36 |
|
|
2022
Q3 | $730K | Buy |
1,446
+214
| +17% | +$108K | 0.32% | 38 |
|
|
2022
Q2 | $633K | Sell |
1,232
-7
| -0.6% | -$3.6K | 0.25% | 46 |
|
|
2022
Q1 | $632K | Buy |
1,239
+149
| +14% | +$76K | 0.21% | 55 |
|
|
2021
Q4 | $382K | Sell |
1,090
-25
| -2% | -$8.76K | 0.18% | 60 |
|
|
2021
Q3 | $436K | Sell |
1,115
-11
| -1% | -$4.3K | 0.16% | 65 |
|
|
2021
Q2 | $451K | Sell |
1,126
-12
| -1% | -$4.81K | 0.19% | 59 |
|
|
2021
Q1 | $423K | Buy |
1,138
+48
| +4% | +$17.8K | 0.18% | 58 |
|
|
2020
Q4 | $382K | Buy |
+1,090
| New | +$382K | 0.18% | 60 |
|