Meadow Creek Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Sell |
2,337
-243
| -9% | -$75.8K | 0.49% | 40 |
|
|
2025
Q1 | $1.35M | Sell |
2,580
-186
| -7% | -$97.4K | 1.01% | 22 |
|
|
2024
Q4 | $1.4M | Buy |
2,766
+52
| +2% | +$26.3K | 1.01% | 23 |
|
|
2024
Q3 | $1.59M | Buy |
2,714
+359
| +15% | +$210K | 1.26% | 19 |
|
|
2024
Q2 | $1.2M | Buy |
2,355
+141
| +6% | +$71.8K | 1.13% | 23 |
|
|
2024
Q1 | $1.1M | Buy |
2,214
+460
| +26% | +$228K | 0.76% | 32 |
|
|
2023
Q4 | $923K | Buy |
+1,754
| New | +$923K | 0.9% | 22 |
|
|
2022
Q3 | $840K | Buy |
1,664
+23
| +1% | +$11.6K | 1.11% | 12 |
|
|
2022
Q2 | $843K | Buy |
1,641
+1
| +0.1% | +$514 | 1.04% | 15 |
|
|
2022
Q1 | $836K | Sell |
1,640
-238
| -13% | -$121K | 0.91% | 21 |
|
|
2021
Q4 | $943K | Buy |
+1,878
| New | +$943K | 0.89% | 21 |
|
|
2019
Q4 | $348K | Buy |
+1,185
| New | +$348K | 0.48% | 67 |
|