Innova Wealth Partners’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 |
-892
| Closed | -$467K | – | 116 |
|
|
2025
Q1 | $467K | Sell |
892
-8
| -0.9% | -$4.19K | 0.29% | 55 |
|
|
2024
Q4 | $455K | Buy |
+900
| New | +$455K | 0.29% | 50 |
|
|
2024
Q3 | – | Sell |
-1,090
| Closed | -$555K | – | 136 |
|
|
2024
Q2 | $555K | Buy |
1,090
+163
| +18% | +$83K | 0.4% | 47 |
|
|
2024
Q1 | $459K | Buy |
927
+114
| +14% | +$56.4K | 0.35% | 48 |
|
|
2023
Q4 | $428K | Buy |
813
+76
| +10% | +$40K | 0.37% | 37 |
|
|
2023
Q3 | $372K | Buy |
737
+21
| +3% | +$10.6K | 0.33% | 34 |
|
|
2023
Q2 | $344K | Buy |
+716
| New | +$344K | 0.29% | 39 |
|