Meridian 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 | $4.17M | Buy |
13,361
+433
| +3% | +$135K | 0.66% | 41 |
|
|
2025
Q1 | $6.77M | Sell |
12,928
-265
| -2% | -$139K | 1.15% | 24 |
|
|
2024
Q4 | $6.67M | Buy |
13,193
+115
| +0.9% | +$58.2K | 1.1% | 22 |
|
|
2024
Q3 | $7.65M | Buy |
13,078
+8
| +0.1% | +$4.68K | 1.28% | 19 |
|
|
2024
Q2 | $6.66M | Buy |
13,070
+465
| +4% | +$237K | 1.19% | 21 |
|
|
2024
Q1 | $6.24M | Buy |
12,605
+692
| +6% | +$342K | 1.17% | 22 |
|
|
2023
Q4 | $6.27M | Buy |
11,913
+199
| +2% | +$105K | 1.37% | 17 |
|
|
2023
Q3 | $5.91M | Buy |
11,714
+202
| +2% | +$102K | 1.48% | 14 |
|
|
2023
Q2 | $5.53M | Buy |
11,512
+920
| +9% | +$442K | 1.34% | 14 |
|
|
2023
Q1 | $5.01M | Buy |
10,592
+248
| +2% | +$117K | 1.25% | 18 |
|
|
2022
Q4 | $5.48M | Buy |
10,344
+48
| +0.5% | +$25.4K | 1.41% | 14 |
|
|
2022
Q3 | $5.2M | Sell |
10,296
-25
| -0.2% | -$12.6K | 1.46% | 12 |
|
|
2022
Q2 | $5.3M | Sell |
10,321
-313
| -3% | -$161K | 1.41% | 13 |
|
|
2022
Q1 | $5.42M | Buy |
10,634
+1,088
| +11% | +$555K | 1.26% | 17 |
|
|
2021
Q4 | $4.79M | Buy |
9,546
+397
| +4% | +$199K | 1.16% | 19 |
|
|
2021
Q3 | $3.58M | Buy |
9,149
+143
| +2% | +$55.9K | 1% | 21 |
|
|
2021
Q2 | $3.61M | Buy |
9,006
+311
| +4% | +$125K | 1.02% | 19 |
|
|
2021
Q1 | $3.24M | Buy |
8,695
+264
| +3% | +$98.2K | 1.07% | 19 |
|
|
2020
Q4 | $2.96M | Buy |
8,431
+212
| +3% | +$74.4K | 1.08% | 19 |
|
|
2020
Q3 | $2.56M | Sell |
8,219
-474
| -5% | -$148K | 1.1% | 18 |
|
|
2020
Q2 | $2.56M | Buy |
8,693
+2,127
| +32% | +$627K | 1.19% | 18 |
|
|
2020
Q1 | $1.64M | Sell |
6,566
-1,681
| -20% | -$419K | 0.9% | 23 |
|
|
2019
Q4 | $2.42M | Buy |
8,247
+32
| +0.4% | +$9.41K | 0.95% | 25 |
|
|
2019
Q3 | $1.79M | Buy |
8,215
+4,331
| +112% | +$941K | 0.76% | 26 |
|
|
2019
Q2 | $1.08M | Buy |
3,884
+824
| +27% | +$229K | 0.75% | 27 |
|
|
2019
Q1 | $757K | Buy |
3,060
+1,126
| +58% | +$279K | 0.55% | 38 |
|
|
2018
Q4 | $482K | Buy |
+1,934
| New | +$482K | 0.37% | 51 |
|