IAG 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
Q2 | $25K | Hold |
80
| – | – | ﹤0.01% | 261 |
|
|
2025
Q1 | $41.9K | Buy |
+80
| New | +$41.9K | 0.01% | 209 |
|
|
2024
Q4 | – | Sell |
-131
| Closed | -$76.6K | – | 542 |
|
|
2024
Q3 | $76.6K | Sell |
131
-23
| -15% | -$13.4K | 0.01% | 156 |
|
|
2024
Q2 | $78.4K | Buy |
154
+23
| +18% | +$11.7K | 0.02% | 141 |
|
|
2024
Q1 | $64.8K | Sell |
131
-25
| -16% | -$12.4K | 0.01% | 146 |
|
|
2023
Q4 | $82.1K | Hold |
156
| – | – | 0.02% | 120 |
|
|
2023
Q3 | $78.7K | Hold |
156
| – | – | 0.02% | 118 |
|
|
2023
Q2 | $75K | Sell |
156
-39
| -20% | -$18.7K | 0.02% | 133 |
|
|
2023
Q1 | $92.2K | Buy |
195
+109
| +127% | +$51.5K | 0.03% | 107 |
|
|
2022
Q4 | $45.6K | Buy |
86
+42
| +95% | +$22.3K | 0.01% | 146 |
|
|
2022
Q3 | $22K | Buy |
44
+42
| +2,100% | +$21K | 0.01% | 195 |
|
|
2022
Q2 | $1K | Sell |
2
-2
| -50% | -$1K | ﹤0.01% | 423 |
|
|
2022
Q1 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 407 |
|
|
2021
Q1 | – | Sell |
-37
| Closed | -$13K | – | 388 |
|
|
2020
Q4 | $13K | Hold |
37
| – | – | 0.01% | 220 |
|
|
2020
Q3 | $12K | Sell |
37
-9
| -20% | -$2.92K | 0.01% | 212 |
|
|
2020
Q2 | $14K | Hold |
46
| – | – | 0.01% | 188 |
|
|
2020
Q1 | $12K | Buy |
46
+37
| +411% | +$9.65K | 0.01% | 188 |
|
|
2019
Q4 | $3K | Buy |
+9
| New | +$3K | ﹤0.01% | 353 |
|