Maia 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 | $2.22M | Buy |
7,114
+3,186
| +81% | +$994K | 0.42% | 60 |
|
|
2025
Q1 | $2.31M | Buy |
3,928
+380
| +11% | +$223K | 0.52% | 49 |
|
|
2024
Q4 | $1.93M | Buy |
3,548
+300
| +9% | +$163K | 0.42% | 58 |
|
|
2024
Q3 | $1.82M | Buy |
3,248
+350
| +12% | +$196K | 0.45% | 56 |
|
|
2024
Q2 | $1.49M | Buy |
+2,898
| New | +$1.49M | 0.45% | 55 |
|
|
2023
Q4 | $1.13M | Buy |
+2,143
| New | +$1.13M | 0.46% | 52 |
|