Icon Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Buy |
16,626
+1,674
| +11% | +$522K | 0.37% | 57 |
|
|
2025
Q1 | $7.83M | Sell |
14,952
-1,397
| -9% | -$732K | 0.64% | 34 |
|
|
2024
Q4 | $8.27M | Sell |
16,349
-1,984
| -11% | -$1M | 0.68% | 29 |
|
|
2024
Q3 | $10.7M | Sell |
18,333
-213
| -1% | -$125K | 0.89% | 22 |
|
|
2024
Q2 | $10.7M | Buy |
18,546
+1,694
| +10% | +$976K | 0.95% | 23 |
|
|
2024
Q1 | $8.34M | Buy |
16,852
+5,088
| +43% | +$2.52M | 0.77% | 24 |
|
|
2023
Q4 | $6.19M | Buy |
+11,764
| New | +$6.19M | 0.64% | 28 |
|
|
2022
Q4 | $7.74M | Sell |
14,606
-132
| -0.9% | -$70K | 0.89% | 21 |
|
|
2022
Q3 | $7.44M | Buy |
+14,738
| New | +$7.44M | 0.9% | 18 |
|