Marion 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 |
-5,917
| Closed | -$3.1M | – | 140 |
|
|
2025
Q1 | $3.1M | Buy |
5,917
+656
| +12% | +$344K | 0.83% | 30 |
|
|
2024
Q4 | $2.66M | Buy |
5,261
+129
| +3% | +$65.3K | 0.71% | 36 |
|
|
2024
Q3 | $3M | Buy |
5,132
+163
| +3% | +$95.3K | 0.8% | 32 |
|
|
2024
Q2 | $2.53M | Buy |
4,969
+236
| +5% | +$120K | 0.74% | 34 |
|
|
2024
Q1 | $2.34M | Buy |
4,733
+82
| +2% | +$40.6K | 0.7% | 40 |
|
|
2023
Q4 | $2.45M | Buy |
4,651
+88
| +2% | +$46.3K | 0.78% | 34 |
|
|
2023
Q3 | $2.3M | Buy |
4,563
+116
| +3% | +$58.5K | 0.81% | 28 |
|
|
2023
Q2 | $2.14M | Buy |
4,447
+145
| +3% | +$69.7K | 0.76% | 32 |
|
|
2023
Q1 | $2.03M | Buy |
4,302
+356
| +9% | +$168K | 0.76% | 31 |
|
|
2022
Q4 | $2.09M | Buy |
3,946
+517
| +15% | +$274K | 0.88% | 28 |
|
|
2022
Q3 | $1.73M | Buy |
3,429
+213
| +7% | +$108K | 0.89% | 25 |
|
|
2022
Q2 | $1.65M | Sell |
3,216
-7
| -0.2% | -$3.6K | 0.87% | 29 |
|
|
2022
Q1 | $1.64M | Sell |
3,223
-55
| -2% | -$28.1K | 0.8% | 28 |
|
|
2021
Q4 | $1.65M | Buy |
+3,278
| New | +$1.65M | 0.78% | 29 |
|