HNW
High Note Wealth’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
5,415
-9,426
| -64% | -$2.94M | 0.39% | 49 |
|
|
2025
Q1 | $7.77M | Sell |
14,841
-7,705
| -34% | -$4.04M | 1.93% | 18 |
|
|
2024
Q4 | $11.4M | Sell |
22,546
-627
| -3% | -$317K | 2.97% | 7 |
|
|
2024
Q3 | $13.5M | Buy |
23,173
+89
| +0.4% | +$52K | 3.87% | 7 |
|
|
2024
Q2 | $11.8M | Buy |
23,084
+1,013
| +5% | +$516K | 3.59% | 8 |
|
|
2024
Q1 | $10.9M | Buy |
22,071
+1,075
| +5% | +$532K | 3.55% | 8 |
|
|
2023
Q4 | $11.1M | Buy |
20,996
+621
| +3% | +$327K | 4.16% | 7 |
|
|
2023
Q3 | $10.3M | Buy |
20,375
+173
| +0.9% | +$87.2K | 4.25% | 6 |
|
|
2023
Q2 | $9.71M | Buy |
20,202
+5,402
| +37% | +$2.6M | 3.96% | 7 |
|
|
2023
Q1 | $6.99M | Buy |
14,800
+1
| +0% | +$473 | 2.88% | 11 |
|
|
2022
Q4 | $7.85M | Sell |
14,799
-39
| -0.3% | -$20.7K | 3.29% | 10 |
|
|
2022
Q3 | $8.04M | Sell |
14,838
-65
| -0.4% | -$35.2K | 3.21% | 9 |
|
|
2022
Q2 | $7.66M | Buy |
14,903
+2,315
| +18% | +$1.19M | 2.99% | 11 |
|
|
2022
Q1 | $6.42M | Hold |
12,588
| – | – | 2.26% | 16 |
|
|
2021
Q4 | $6.32M | Sell |
12,588
-669
| -5% | -$336K | 2.13% | 14 |
|
|
2021
Q3 | $5.18M | Buy |
13,257
+76
| +0.6% | +$29.7K | 1.87% | 15 |
|
|
2021
Q2 | $5.28M | Sell |
13,181
-479
| -4% | -$192K | 1.92% | 15 |
|
|
2021
Q1 | $5.08M | Buy |
13,660
+755
| +6% | +$281K | 1.97% | 13 |
|
|
2020
Q4 | $4.53M | Buy |
+12,905
| New | +$4.53M | 1.92% | 14 |
|