Independent Wealth Network’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 |
-503
| Closed | -$263K | – | 262 |
|
|
2025
Q1 | $263K | Buy |
503
+39
| +8% | +$20.4K | 0.11% | 192 |
|
|
2024
Q4 | $235K | Buy |
464
+101
| +28% | +$51.1K | 0.1% | 201 |
|
|
2024
Q3 | $212K | Buy |
+363
| New | +$212K | 0.09% | 204 |
|
|
2024
Q2 | – | Sell |
-408
| Closed | -$202K | – | 227 |
|
|
2024
Q1 | $202K | Sell |
408
-47
| -10% | -$23.3K | 0.09% | 208 |
|
|
2023
Q4 | $240K | Buy |
455
+1
| +0.2% | +$526 | 0.13% | 173 |
|
|
2023
Q3 | $229K | Sell |
454
-6
| -1% | -$3.03K | 0.14% | 168 |
|
|
2023
Q2 | $221K | Buy |
460
+15
| +3% | +$7.21K | 0.13% | 179 |
|
|
2023
Q1 | $210K | Sell |
445
-10
| -2% | -$4.73K | 0.13% | 177 |
|
|
2022
Q4 | $241K | Sell |
455
-47
| -9% | -$24.9K | 0.17% | 150 |
|
|
2022
Q3 | $254K | Buy |
502
+20
| +4% | +$10.1K | 0.2% | 133 |
|
|
2022
Q2 | $248K | Sell |
482
-55
| -10% | -$28.3K | 0.18% | 144 |
|
|
2022
Q1 | $274K | Sell |
537
-96
| -15% | -$49K | 0.17% | 149 |
|
|
2021
Q4 | $318K | Buy |
633
+20
| +3% | +$10K | 0.2% | 134 |
|
|
2021
Q3 | $280K | Buy |
+613
| New | +$280K | 0.18% | 140 |
|