International Private Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
647
-51
| -7% | -$15.9K | 0.17% | 158 |
|
|
2025
Q1 | $366K | Sell |
698
-24
| -3% | -$12.6K | 0.35% | 81 |
|
|
2024
Q4 | $365K | Buy |
722
+88
| +14% | +$44.5K | 0.36% | 75 |
|
|
2024
Q3 | $371K | Buy |
+634
| New | +$371K | 0.54% | 52 |
|
|
2024
Q2 | – | Sell |
-460
| Closed | -$228K | – | 128 |
|
|
2024
Q1 | $228K | Buy |
460
+78
| +20% | +$38.6K | 0.44% | 102 |
|
|
2023
Q4 | $201K | Buy |
+382
| New | +$201K | 0.2% | 95 |
|