Independent Solutions 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 | – | Sell |
-1,944
| Closed | -$1.02M | – | 186 |
|
|
2025
Q1 | $1.02M | Sell |
1,944
-105
| -5% | -$55K | 0.23% | 107 |
|
|
2024
Q4 | $1.04M | Sell |
2,049
-18
| -0.9% | -$9.11K | 0.23% | 107 |
|
|
2024
Q3 | $1.21M | Buy |
2,067
+41
| +2% | +$24K | 0.27% | 92 |
|
|
2024
Q2 | $1.03M | Buy |
2,026
+35
| +2% | +$17.8K | 0.24% | 98 |
|
|
2024
Q1 | $985K | Buy |
1,991
+191
| +11% | +$94.5K | 0.23% | 97 |
|
|
2023
Q4 | $948K | Buy |
1,800
+563
| +46% | +$296K | 0.24% | 97 |
|
|
2023
Q3 | $624K | Sell |
1,237
-251
| -17% | -$127K | 0.16% | 112 |
|
|
2023
Q2 | $715K | Sell |
1,488
-83
| -5% | -$39.9K | 0.18% | 111 |
|
|
2023
Q1 | $742K | Sell |
1,571
-1,081
| -41% | -$511K | 0.22% | 97 |
|
|
2022
Q4 | $1.41M | Buy |
2,652
+1,212
| +84% | +$643K | 0.43% | 59 |
|
|
2022
Q3 | $727K | Buy |
1,440
+535
| +59% | +$270K | 0.24% | 91 |
|
|
2022
Q2 | $465K | Buy |
905
+88
| +11% | +$45.2K | 0.14% | 120 |
|
|
2022
Q1 | $417K | Buy |
817
+33
| +4% | +$16.8K | 0.1% | 147 |
|
|
2021
Q4 | $394K | Buy |
784
+62
| +9% | +$31.1K | 0.09% | 153 |
|
|
2021
Q3 | $282K | Buy |
+722
| New | +$282K | 0.07% | 181 |
|