Impact Partnership Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
4,621
+2,926
| +173% | +$913K | 0.27% | 37 |
|
|
2025
Q1 | $888K | Buy |
+1,695
| New | +$888K | 0.19% | 54 |
|
|
2024
Q2 | – | Sell |
-3
| Closed | -$1.48K | – | 662 |
|
|
2024
Q1 | $1.48K | Sell |
3
-17
| -85% | -$8.41K | ﹤0.01% | 597 |
|
|
2023
Q4 | $10.5K | Sell |
20
-780
| -98% | -$411K | ﹤0.01% | 493 |
|
|
2023
Q3 | $403K | Buy |
800
+754
| +1,639% | +$380K | 0.13% | 86 |
|
|
2023
Q2 | $22.1K | Buy |
+46
| New | +$22.1K | 0.01% | 328 |
|