HHM Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
3,211
+264
| +9% | +$82.4K | 0.12% | 68 |
|
|
2025
Q1 | $1.54M | Buy |
2,947
+26
| +0.9% | +$13.6K | 0.21% | 51 |
|
|
2024
Q4 | $1.48M | Buy |
2,921
+1,866
| +177% | +$944K | 0.2% | 54 |
|
|
2024
Q3 | $617K | Buy |
1,055
+64
| +6% | +$37.4K | 0.09% | 87 |
|
|
2024
Q2 | $505K | Sell |
991
-44
| -4% | -$22.4K | 0.08% | 95 |
|
|
2024
Q1 | $512K | Sell |
1,035
-38
| -4% | -$18.8K | 0.08% | 79 |
|
|
2023
Q4 | $565K | Hold |
1,073
| – | – | 0.1% | 71 |
|
|
2023
Q3 | $541K | Hold |
1,073
| – | – | 0.11% | 67 |
|
|
2023
Q2 | $516K | Buy |
1,073
+295
| +38% | +$142K | 0.1% | 74 |
|
|
2023
Q1 | $368K | Buy |
778
+138
| +22% | +$65.2K | 0.08% | 82 |
|
|
2022
Q4 | $339K | Buy |
640
+8
| +1% | +$4.24K | 0.08% | 85 |
|
|
2022
Q3 | $319K | Sell |
632
-213
| -25% | -$108K | 0.08% | 75 |
|
|
2022
Q2 | $434K | Sell |
845
-35
| -4% | -$18K | 0.11% | 70 |
|
|
2022
Q1 | $449K | Buy |
880
+3
| +0.3% | +$1.53K | 0.11% | 77 |
|
|
2021
Q4 | $440K | Hold |
877
| – | – | 0.11% | 77 |
|
|
2021
Q3 | $343K | Sell |
877
-4
| -0.5% | -$1.56K | 0.09% | 92 |
|
|
2021
Q2 | $353K | Hold |
881
| – | – | 0.1% | 85 |
|
|
2021
Q1 | $328K | Buy |
881
+7
| +0.8% | +$2.61K | 0.1% | 80 |
|
|
2020
Q4 | $306K | Buy |
874
+166
| +23% | +$58.1K | 0.11% | 72 |
|
|
2020
Q3 | $221K | Sell |
708
-7
| -1% | -$2.19K | 0.09% | 82 |
|
|
2020
Q2 | $211K | Hold |
715
| – | – | 0.09% | 81 |
|
|
2020
Q1 | $178K | Buy |
+715
| New | +$178K | 0.09% | 83 |
|