Heritage Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $416K | Sell |
795
-971
| -55% | -$508K | 0.63% | 31 |
|
|
2024
Q4 | $893K | Sell |
1,766
-7
| -0.4% | -$3.54K | 1.12% | 23 |
|
|
2024
Q3 | $1.04M | Buy |
1,773
+1,004
| +131% | +$587K | 1.22% | 22 |
|
|
2024
Q2 | $392K | Sell |
769
-941
| -55% | -$479K | 0.57% | 36 |
|
|
2024
Q1 | $900K | Hold |
1,710
| – | – | 1.84% | 19 |
|
|
2023
Q4 | $900K | Sell |
1,710
-140
| -8% | -$73.7K | 1.84% | 19 |
|
|
2023
Q3 | $933K | Buy |
1,850
+260
| +16% | +$131K | 1.99% | 18 |
|
|
2023
Q2 | $764K | Buy |
+1,590
| New | +$764K | 0.45% | 42 |
|
|
2023
Q1 | – | Sell |
-1,821
| Closed | -$991K | – | 54 |
|
|
2022
Q4 | $991K | Buy |
+1,821
| New | +$991K | 0.91% | 22 |
|