Lyell 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 | – | Sell |
-1,161
| Closed | -$608K | – | 229 |
|
|
2025
Q1 | $608K | Sell |
1,161
-2,216
| -66% | -$1.16M | 0.06% | 136 |
|
|
2024
Q4 | $1.71M | Sell |
3,377
-4,904
| -59% | -$2.48M | 0.15% | 101 |
|
|
2024
Q3 | $4.84M | Sell |
8,281
-275
| -3% | -$161K | 0.44% | 71 |
|
|
2024
Q2 | $4.36M | Buy |
8,556
+985
| +13% | +$502K | 0.42% | 73 |
|
|
2024
Q1 | $3.75M | Buy |
7,571
+1,221
| +19% | +$604K | 0.38% | 77 |
|
|
2023
Q4 | $3.34M | Buy |
6,350
+470
| +8% | +$247K | 0.38% | 78 |
|
|
2023
Q3 | $2.96M | Buy |
5,880
+115
| +2% | +$58K | 0.4% | 77 |
|
|
2023
Q2 | $2.77M | Buy |
5,765
+394
| +7% | +$189K | 0.35% | 83 |
|
|
2023
Q1 | $2.54M | Sell |
5,371
-492
| -8% | -$233K | 0.36% | 82 |
|
|
2022
Q4 | $3.11M | Buy |
5,863
+4,993
| +574% | +$2.65M | 0.49% | 70 |
|
|
2022
Q3 | $439K | Buy |
870
+22
| +3% | +$11.1K | 0.07% | 132 |
|
|
2022
Q2 | $436K | Buy |
848
+78
| +10% | +$40.1K | 0.07% | 139 |
|
|
2022
Q1 | $393K | Buy |
770
+222
| +41% | +$113K | 0.05% | 154 |
|
|
2021
Q4 | $275K | Buy |
548
+51
| +10% | +$25.6K | 0.03% | 168 |
|
|
2021
Q3 | $194K | Hold |
497
| – | – | 0.02% | 179 |
|
|
2021
Q2 | $199K | Buy |
+497
| New | +$199K | 0.02% | 186 |
|