Iams 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 | $511K | Buy |
1,637
+23
| +1% | +$7.18K | 0.23% | 112 |
|
|
2025
Q1 | $845K | Sell |
1,614
-587
| -27% | -$307K | 0.39% | 77 |
|
|
2024
Q4 | $1.11M | Buy |
2,201
+54
| +3% | +$27.3K | 0.51% | 61 |
|
|
2024
Q3 | $1.26M | Buy |
2,147
+189
| +10% | +$111K | 0.62% | 55 |
|
|
2024
Q2 | $997K | Buy |
1,958
+235
| +14% | +$120K | 0.55% | 60 |
|
|
2024
Q1 | $859K | Buy |
1,723
+128
| +8% | +$63.8K | 0.52% | 62 |
|
|
2023
Q4 | $840K | Buy |
1,595
+128
| +9% | +$67.4K | 0.54% | 61 |
|
|
2023
Q3 | $740K | Buy |
+1,467
| New | +$740K | 0.51% | 62 |
|
|
2023
Q2 | – | Sell |
-1,089
| Closed | -$512K | – | 124 |
|
|
2023
Q1 | $512K | Buy |
1,089
+505
| +86% | +$237K | 0.43% | 70 |
|
|
2022
Q4 | $310K | Buy |
+584
| New | +$310K | 0.32% | 80 |
|