Laurel Wealth Planning’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 |
-545
| Closed | -$285K | – | 58 |
|
|
2025
Q1 | $285K | Hold |
545
| – | – | 0.19% | 45 |
|
|
2024
Q4 | $276K | Hold |
545
| – | – | 0.18% | 46 |
|
|
2024
Q3 | $319K | Hold |
545
| – | – | 0.21% | 45 |
|
|
2024
Q2 | $278K | Hold |
545
| – | – | 0.19% | 45 |
|
|
2024
Q1 | $270K | Hold |
545
| – | – | 0.18% | 47 |
|
|
2023
Q4 | $287K | Hold |
545
| – | – | 0.2% | 46 |
|
|
2023
Q3 | $275K | Sell |
545
-545
| -50% | -$275K | 0.21% | 44 |
|
|
2023
Q2 | $524K | Hold |
1,090
| – | – | 0.37% | 43 |
|
|
2023
Q1 | $515K | Hold |
1,090
| – | – | 0.34% | 47 |
|
|
2022
Q4 | $578K | Sell |
1,090
-57
| -5% | -$30.2K | 0.37% | 43 |
|
|
2022
Q3 | $579K | Sell |
1,147
-8
| -0.7% | -$4.04K | 0.43% | 43 |
|
|
2022
Q2 | $593K | Buy |
1,155
+8
| +0.7% | +$4.11K | 0.42% | 44 |
|
|
2022
Q1 | $585K | Sell |
1,147
-350
| -23% | -$179K | 0.39% | 46 |
|
|
2021
Q4 | $752K | Sell |
1,497
-160
| -10% | -$80.4K | 0.57% | 37 |
|
|
2021
Q3 | $647K | Buy |
1,657
+1,500
| +955% | +$586K | 0.52% | 38 |
|
|
2021
Q2 | $63K | Buy |
157
+100
| +175% | +$40.1K | 0.05% | 62 |
|
|
2021
Q1 | $21K | Hold |
57
| – | – | 0.02% | 76 |
|
|
2020
Q4 | $20K | Buy |
+57
| New | +$20K | 0.02% | 69 |
|