Howard 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 | – | Sell |
-491
| Closed | -$257K | – | 124 |
|
|
2025
Q1 | $257K | Hold |
491
| – | – | 0.14% | 102 |
|
|
2024
Q4 | $249K | Sell |
491
-104
| -17% | -$52.7K | 0.13% | 103 |
|
|
2024
Q3 | $348K | Sell |
595
-5
| -0.8% | -$2.93K | 0.2% | 88 |
|
|
2024
Q2 | $306K | Sell |
600
-50
| -8% | -$25.5K | 0.24% | 76 |
|
|
2024
Q1 | $322K | Buy |
650
+6
| +0.9% | +$2.97K | 0.26% | 72 |
|
|
2023
Q4 | $339K | Sell |
644
-15
| -2% | -$7.9K | 0.28% | 68 |
|
|
2023
Q3 | $332K | Hold |
659
| – | – | 0.31% | 65 |
|
|
2023
Q2 | $317K | Hold |
659
| – | – | 0.27% | 71 |
|
|
2023
Q1 | $311K | Hold |
659
| – | – | 0.26% | 79 |
|
|
2022
Q4 | $349K | Sell |
659
-6
| -0.9% | -$3.18K | 0.29% | 74 |
|
|
2022
Q3 | $335K | Buy |
665
+95
| +17% | +$47.9K | 0.24% | 81 |
|
|
2022
Q2 | $292K | Sell |
570
-100
| -15% | -$51.2K | 0.31% | 52 |
|
|
2022
Q1 | $341K | Buy |
670
+35
| +6% | +$17.8K | 0.19% | 97 |
|
|
2021
Q4 | $318K | Hold |
635
| – | – | 0.17% | 102 |
|
|
2021
Q3 | $248K | Sell |
635
-85
| -12% | -$33.2K | 0.14% | 110 |
|
|
2021
Q2 | $288K | Hold |
720
| – | – | 0.16% | 106 |
|
|
2021
Q1 | $267K | Sell |
720
-5
| -0.7% | -$1.85K | 0.16% | 106 |
|
|
2020
Q4 | $254K | Hold |
725
| – | – | 0.16% | 109 |
|
|
2020
Q3 | $226K | Sell |
725
-47
| -6% | -$14.7K | 0.16% | 110 |
|
|
2020
Q2 | $227K | Buy |
+772
| New | +$227K | 0.19% | 101 |
|
|
2020
Q1 | – | Sell |
-676
| Closed | -$198K | – | 470 |
|
|
2019
Q4 | $198K | Buy |
+676
| New | +$198K | 0.17% | 99 |
|