IP
Ignite Planners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,261
| Closed | -$505K | – | 368 |
|
|
2025
Q1 | $505K | Sell |
1,261
-82
| -6% | -$32.9K | 0.1% | 199 |
|
|
2024
Q4 | $689K | Sell |
1,343
-10
| -0.7% | -$5.13K | 0.15% | 135 |
|
|
2024
Q3 | $791K | Buy |
1,353
+136
| +11% | +$79.5K | 0.18% | 112 |
|
|
2024
Q2 | $594K | Sell |
1,217
-369
| -23% | -$180K | 0.14% | 141 |
|
|
2024
Q1 | $776K | Sell |
1,586
-267
| -14% | -$131K | 0.22% | 103 |
|
|
2023
Q4 | $999K | Sell |
1,853
-150
| -7% | -$80.9K | 0.3% | 86 |
|
|
2023
Q3 | $1.03M | Buy |
2,003
+135
| +7% | +$69.7K | 0.32% | 81 |
|
|
2023
Q2 | $862K | Sell |
1,868
-291
| -13% | -$134K | 0.33% | 72 |
|
|
2023
Q1 | $1.11M | Sell |
2,159
-44
| -2% | -$22.7K | 0.46% | 60 |
|
|
2022
Q4 | $1.07M | Buy |
2,203
+678
| +44% | +$329K | 0.45% | 60 |
|
|
2022
Q3 | $786K | Buy |
1,525
+301
| +25% | +$155K | 0.63% | 45 |
|
|
2022
Q2 | $630K | Buy |
1,224
+465
| +61% | +$239K | 0.52% | 54 |
|
|
2022
Q1 | $395K | Buy |
759
+114
| +18% | +$59.3K | 0.26% | 106 |
|
|
2021
Q4 | $300K | Buy |
+645
| New | +$300K | 0.2% | 132 |
|