Heritage Wealth Management (California)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
901
-188
| -17% | -$58.7K | 0.19% | 68 |
|
|
2025
Q1 | $570K | Sell |
1,089
-6
| -0.5% | -$3.14K | 0.43% | 44 |
|
|
2024
Q4 | $554K | Buy |
1,095
+169
| +18% | +$85.5K | 0.4% | 44 |
|
|
2024
Q3 | $541K | Buy |
926
+14
| +2% | +$8.19K | 0.38% | 43 |
|
|
2024
Q2 | $464K | Buy |
912
+10
| +1% | +$5.09K | 0.34% | 43 |
|
|
2024
Q1 | $446K | Sell |
902
-3
| -0.3% | -$1.48K | 0.34% | 43 |
|
|
2023
Q4 | $476K | Buy |
+905
| New | +$476K | 0.38% | 42 |
|