Liberty 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 | $230K | Sell |
738
-127
| -15% | -$39.6K | 0.04% | 206 |
|
|
2025
Q1 | $453K | Buy |
865
+28
| +3% | +$14.7K | 0.09% | 97 |
|
|
2024
Q4 | $424K | Sell |
837
-12
| -1% | -$6.07K | 0.07% | 130 |
|
|
2024
Q3 | $497K | Sell |
849
-4,104
| -83% | -$2.4M | 0.08% | 117 |
|
|
2024
Q2 | $452K | Buy |
4,953
+4,071
| +462% | +$372K | 0.08% | 118 |
|
|
2024
Q1 | $442K | Sell |
882
-11
| -1% | -$5.51K | 0.09% | 111 |
|
|
2023
Q4 | $470K | Sell |
893
-5
| -0.6% | -$2.63K | 0.1% | 100 |
|
|
2023
Q3 | $453K | Sell |
898
-25
| -3% | -$12.6K | 0.11% | 98 |
|
|
2023
Q2 | $443K | Sell |
923
-70
| -7% | -$33.6K | 0.11% | 104 |
|
|
2023
Q1 | $468K | Buy |
+993
| New | +$468K | 0.1% | 130 |
|
|
2022
Q3 | $701K | Buy |
1,389
+680
| +96% | +$343K | 0.19% | 63 |
|
|
2022
Q2 | $364K | Buy |
709
+52
| +8% | +$26.7K | 0.15% | 98 |
|
|
2022
Q1 | $333K | Sell |
657
-87
| -12% | -$44.1K | 0.12% | 101 |
|
|
2021
Q4 | $373 | Sell |
744
-389
| -34% | -$195 | 0.02% | 112 |
|
|
2021
Q3 | $470K | Buy |
1,133
+447
| +65% | +$185K | 0.17% | 82 |
|
|
2021
Q2 | $275K | Buy |
686
+50
| +8% | +$20K | 0.11% | 104 |
|
|
2021
Q1 | $212K | Hold |
636
| – | – | 0.1% | 105 |
|
|
2020
Q4 | $212K | Sell |
636
-236
| -27% | -$78.7K | 0.1% | 104 |
|
|
2020
Q3 | $272K | Sell |
872
-108
| -11% | -$33.7K | 0.16% | 76 |
|
|
2020
Q2 | $289K | Sell |
980
-60
| -6% | -$17.7K | 0.2% | 69 |
|
|
2020
Q1 | $259K | Sell |
1,040
-3
| -0.3% | -$747 | 0.23% | 67 |
|
|
2019
Q4 | $307K | Buy |
1,043
+29
| +3% | +$8.54K | 0.24% | 78 |
|
|
2019
Q3 | $220K | Buy |
1,014
+83
| +9% | +$18K | 0.21% | 89 |
|
|
2019
Q2 | $227K | Sell |
931
-2
| -0.2% | -$488 | 0.2% | 96 |
|
|
2019
Q1 | $230K | Buy |
933
+55
| +6% | +$13.6K | 0.17% | 80 |
|
|
2018
Q4 | $218K | Buy |
+878
| New | +$218K | 0.16% | 82 |
|