Magnolia 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
Q1 | $288K | Hold |
550
| – | – | 0.21% | 10 |
|
|
2024
Q4 | $278K | Hold |
550
| – | – | 0.19% | 10 |
|
|
2024
Q3 | $322K | Hold |
550
| – | – | 0.23% | 9 |
|
|
2024
Q2 | $280K | Sell |
550
-550
| -50% | -$280K | 0.21% | 10 |
|
|
2024
Q1 | $541K | Buy |
1,100
+550
| +100% | +$271K | 0.22% | 12 |
|
|
2023
Q4 | $290K | Sell |
550
-24
| -4% | -$12.6K | 0.25% | 10 |
|
|
2023
Q3 | $289K | Buy |
574
+24
| +4% | +$12.1K | 0.27% | 11 |
|
|
2023
Q2 | $264K | Hold |
550
| – | – | 0.25% | 11 |
|
|
2023
Q1 | $260K | Hold |
550
| – | – | 0.26% | 10 |
|
|
2022
Q4 | $292K | Buy |
+550
| New | +$292K | 0.32% | 9 |
|
|
2022
Q2 | $282K | Hold |
550
| – | – | 0.32% | 8 |
|
|
2022
Q1 | $280K | Hold |
550
| – | – | 0.29% | 10 |
|
|
2021
Q4 | $276K | Buy |
+550
| New | +$276K | 0.28% | 12 |
|