Integris 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 |
-607
| Closed | -$318K | – | 118 |
|
|
2025
Q1 | $318K | Sell |
607
-47
| -7% | -$24.6K | 0.09% | 78 |
|
|
2024
Q4 | $331K | Buy |
654
+170
| +35% | +$85.9K | 0.09% | 78 |
|
|
2024
Q3 | $283K | Hold |
484
| – | – | 0.08% | 78 |
|
|
2024
Q2 | $246K | Sell |
484
-63
| -12% | -$32.1K | 0.07% | 81 |
|
|
2024
Q1 | $271K | Sell |
547
-66
| -11% | -$32.7K | 0.07% | 81 |
|
|
2023
Q4 | $323K | Buy |
613
+22
| +4% | +$11.6K | 0.1% | 66 |
|
|
2023
Q3 | $298K | Buy |
591
+39
| +7% | +$19.7K | 0.1% | 67 |
|
|
2023
Q2 | $265K | Buy |
552
+9
| +2% | +$4.33K | 0.09% | 69 |
|
|
2023
Q1 | $257K | Sell |
543
-12
| -2% | -$5.67K | 0.09% | 68 |
|
|
2022
Q4 | $294K | Buy |
+555
| New | +$294K | 0.11% | 63 |
|