Journey Strategic Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
7,641
+1,615
| +27% | +$504K | 0.08% | 76 |
|
|
2025
Q1 | $3.16M | Buy |
6,026
+867
| +17% | +$454K | 0.11% | 56 |
|
|
2024
Q4 | $2.61M | Sell |
5,159
-69
| -1% | -$34.9K | 0.1% | 56 |
|
|
2024
Q3 | $3.06M | Buy |
5,228
+1,142
| +28% | +$668K | 0.11% | 48 |
|
|
2024
Q2 | $2.08M | Buy |
4,086
+1,044
| +34% | +$532K | 0.09% | 46 |
|
|
2024
Q1 | $1.5M | Buy |
3,042
+413
| +16% | +$204K | 0.07% | 53 |
|
|
2023
Q4 | $1.38M | Buy |
2,629
+50
| +2% | +$26.3K | 0.07% | 50 |
|
|
2023
Q3 | $1.3M | Sell |
2,579
-570
| -18% | -$287K | 0.06% | 48 |
|
|
2023
Q2 | $1.51M | Sell |
3,149
-23
| -0.7% | -$11.1K | 0.07% | 42 |
|
|
2023
Q1 | $1.5M | Sell |
3,172
-218
| -6% | -$103K | 0.16% | 42 |
|
|
2022
Q4 | $1.8M | Buy |
3,390
+902
| +36% | +$478K | 0.21% | 33 |
|
|
2022
Q3 | $1.26M | Buy |
2,488
+526
| +27% | +$266K | 0.17% | 35 |
|
|
2022
Q2 | $1.01M | Sell |
1,962
-380
| -16% | -$195K | 0.13% | 39 |
|
|
2022
Q1 | $1.2M | Buy |
2,342
+130
| +6% | +$66.3K | 0.13% | 23 |
|
|
2021
Q4 | $1.11M | Buy |
+2,212
| New | +$1.11M | 0.12% | 40 |
|