Johnson & White 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 | $661K | Buy |
2,118
+320
| +18% | +$99.9K | 0.33% | 62 |
|
|
2025
Q1 | $942K | Buy |
1,798
+26
| +1% | +$13.6K | 0.53% | 46 |
|
|
2024
Q4 | $894K | Buy |
1,772
+77
| +5% | +$38.8K | 0.54% | 43 |
|
|
2024
Q3 | $991K | Buy |
1,695
+65
| +4% | +$38K | 0.85% | 26 |
|
|
2024
Q2 | $830K | Buy |
1,630
+98
| +6% | +$49.9K | 0.79% | 28 |
|
|
2024
Q1 | $758K | Buy |
1,532
+71
| +5% | +$35.1K | 0.55% | 46 |
|
|
2023
Q4 | $769K | Buy |
1,461
+5
| +0.3% | +$2.63K | 0.64% | 41 |
|
|
2023
Q3 | $734K | Buy |
1,456
+11
| +0.8% | +$5.55K | 0.66% | 38 |
|
|
2023
Q2 | $695K | Buy |
1,445
+17
| +1% | +$8.18K | 0.95% | 22 |
|
|
2023
Q1 | $675K | Buy |
+1,428
| New | +$675K | 0.6% | 43 |
|
|
2022
Q4 | – | Sell |
-1,451
| Closed | -$733K | – | 123 |
|
|
2022
Q3 | $733K | Buy |
+1,451
| New | +$733K | 0.83% | 30 |
|