McGlone Suttner 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 | $391K | Sell |
1,255
-926
| -42% | -$289K | 0.06% | 136 |
|
|
2025
Q1 | $1.14M | Buy |
2,181
+806
| +59% | +$422K | 0.19% | 60 |
|
|
2024
Q4 | $695K | Sell |
1,375
-219
| -14% | -$111K | 0.12% | 81 |
|
|
2024
Q3 | $932K | Buy |
1,594
+349
| +28% | +$204K | 0.19% | 64 |
|
|
2024
Q2 | $655K | Buy |
1,245
+13
| +1% | +$6.84K | 0.13% | 74 |
|
|
2024
Q1 | $609K | Sell |
1,232
-13
| -1% | -$6.43K | 0.11% | 82 |
|
|
2023
Q4 | $655K | Buy |
1,245
+33
| +3% | +$17.4K | 0.13% | 74 |
|
|
2023
Q3 | $613K | Buy |
1,212
+9
| +0.7% | +$4.55K | 0.14% | 68 |
|
|
2023
Q2 | $579K | Buy |
1,203
+90
| +8% | +$43.3K | 0.13% | 71 |
|
|
2023
Q1 | $527K | Buy |
1,113
+46
| +4% | +$21.8K | 0.14% | 69 |
|
|
2022
Q4 | $566K | Buy |
+1,067
| New | +$566K | 0.18% | 65 |
|