Marcum Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.28M | Sell |
4,352
-207
| -5% | -$108K | 0.2% | 55 |
|
|
2024
Q4 | $2.31M | Sell |
4,559
-66
| -1% | -$33.4K | 0.2% | 54 |
|
|
2024
Q3 | $2.7M | Sell |
4,625
-259
| -5% | -$151K | 0.25% | 46 |
|
|
2024
Q2 | $2.49M | Sell |
4,884
-52
| -1% | -$26.5K | 0.25% | 46 |
|
|
2024
Q1 | $2.44M | Sell |
4,936
-297
| -6% | -$147K | 0.25% | 44 |
|
|
2023
Q4 | $2.76M | Buy |
5,233
+203
| +4% | +$107K | 0.29% | 33 |
|
|
2023
Q3 | $2.54M | Buy |
5,030
+67
| +1% | +$33.8K | 0.3% | 33 |
|
|
2023
Q2 | $2.39M | Sell |
4,963
-78
| -2% | -$37.5K | 0.28% | 35 |
|
|
2023
Q1 | $2.38M | Sell |
5,041
-221
| -4% | -$104K | 0.3% | 34 |
|
|
2022
Q4 | $2.79M | Buy |
5,262
+94
| +2% | +$49.8K | 0.37% | 28 |
|
|
2022
Q3 | $2.61M | Sell |
5,168
-9
| -0.2% | -$4.55K | 0.4% | 24 |
|
|
2022
Q2 | $2.66M | Sell |
5,177
-168
| -3% | -$86.3K | 0.4% | 26 |
|
|
2022
Q1 | $2.73M | Buy |
5,345
+31
| +0.6% | +$15.8K | 0.38% | 28 |
|
|
2021
Q4 | $2.67M | Sell |
5,314
-132
| -2% | -$66.3K | 0.37% | 32 |
|
|
2021
Q3 | $2.13M | Sell |
5,446
-2,520
| -32% | -$985K | 0.33% | 36 |
|
|
2021
Q2 | $3.19M | Buy |
7,966
+23
| +0.3% | +$9.21K | 0.52% | 24 |
|
|
2021
Q1 | $2.96M | Buy |
7,943
+7,287
| +1,111% | +$2.71M | 0.49% | 25 |
|
|
2020
Q4 | $230K | Buy |
+656
| New | +$230K | 0.05% | 125 |
|
|
2020
Q3 | – | Sell |
-724
| Closed | -$214K | – | 132 |
|
|
2020
Q2 | $214K | Buy |
+724
| New | +$214K | 0.07% | 104 |
|