HighMark 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 | $130K | Buy |
417
+75
| +22% | +$23.4K | 0.06% | 97 |
|
|
2025
Q1 | $178K | Buy |
342
+15
| +5% | +$7.81K | 0.11% | 58 |
|
|
2024
Q4 | $165K | Buy |
327
+10
| +3% | +$5.06K | 0.1% | 60 |
|
|
2024
Q3 | $185K | Buy |
317
+13
| +4% | +$7.6K | 0.1% | 71 |
|
|
2024
Q2 | $155K | Sell |
304
-28
| -8% | -$14.3K | 0.09% | 73 |
|
|
2024
Q1 | $170K | Buy |
332
+12
| +4% | +$6.15K | 0.11% | 71 |
|
|
2023
Q4 | $168K | Buy |
320
+1
| +0.3% | +$527 | 0.12% | 66 |
|
|
2023
Q3 | $161K | Hold |
319
| – | – | 0.13% | 54 |
|
|
2023
Q2 | $153K | Hold |
319
| – | – | 0.12% | 61 |
|
|
2023
Q1 | $151K | Buy |
319
+302
| +1,776% | +$143K | 0.12% | 72 |
|
|
2022
Q4 | $9.02K | Buy |
17
+4
| +31% | +$2.12K | 0.01% | 272 |
|
|
2022
Q3 | $7K | Hold |
13
| – | – | 0.01% | 295 |
|
|
2022
Q2 | $7K | Sell |
13
-32
| -71% | -$17.2K | 0.01% | 308 |
|
|
2022
Q1 | $23K | Sell |
45
-1
| -2% | -$511 | 0.02% | 164 |
|
|
2021
Q4 | $23K | Hold |
46
| – | – | 0.01% | 167 |
|
|
2021
Q3 | $18K | Sell |
46
-21
| -31% | -$8.22K | 0.01% | 191 |
|
|
2021
Q2 | $22K | Sell |
67
-1
| -1% | -$328 | 0.02% | 177 |
|
|
2021
Q1 | $25K | Buy |
68
+13
| +24% | +$4.78K | 0.02% | 155 |
|
|
2020
Q4 | $19K | Buy |
55
+21
| +62% | +$7.26K | 0.02% | 166 |
|
|
2020
Q3 | $11K | Hold |
34
| – | – | 0.01% | 217 |
|
|
2020
Q2 | $10K | Buy |
34
+21
| +162% | +$6.18K | 0.01% | 201 |
|
|
2020
Q1 | $3K | Sell |
13
-6
| -32% | -$1.39K | ﹤0.01% | 284 |
|
|
2019
Q4 | $5K | Buy |
+19
| New | +$5K | 0.01% | 287 |
|