Meridian 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 | $6.3M | Sell |
20,184
-9,501
| -32% | -$2.96M | 0.27% | 83 |
|
|
2025
Q1 | $15.5M | Sell |
29,685
-125
| -0.4% | -$65.5K | 0.75% | 20 |
|
|
2024
Q4 | $15.1M | Sell |
29,810
-1,352
| -4% | -$684K | 0.71% | 22 |
|
|
2024
Q3 | $18.2M | Buy |
31,162
+3,603
| +13% | +$2.11M | 0.9% | 16 |
|
|
2024
Q2 | $14M | Buy |
+27,559
| New | +$14M | 1.68% | 9 |
|
|
2024
Q1 | – | Sell |
-29,003
| Closed | -$15.3M | – | 529 |
|
|
2023
Q4 | $15.3M | Buy |
29,003
+6,529
| +29% | +$3.44M | 0.97% | 11 |
|
|
2023
Q3 | $11.3M | Sell |
22,474
-1,362
| -6% | -$687K | 0.69% | 24 |
|
|
2023
Q2 | $11.5M | Sell |
23,836
-977
| -4% | -$470K | 0.97% | 14 |
|
|
2023
Q1 | $11.7M | Buy |
24,813
+306
| +1% | +$145K | 1.02% | 12 |
|
|
2022
Q4 | $13M | Buy |
24,507
+1,522
| +7% | +$807K | 1.27% | 11 |
|
|
2022
Q3 | $11.6M | Sell |
22,985
-285
| -1% | -$144K | 1.25% | 11 |
|
|
2022
Q2 | $12M | Buy |
23,270
+3,480
| +18% | +$1.79M | 0.98% | 10 |
|
|
2022
Q1 | $10.1M | Buy |
19,790
+729
| +4% | +$372K | 1.1% | 18 |
|
|
2021
Q4 | $9.57M | Sell |
19,061
-55
| -0.3% | -$27.6K | 1.02% | 19 |
|
|
2021
Q3 | $7.47M | Buy |
19,116
+1,572
| +9% | +$614K | 0.92% | 21 |
|
|
2021
Q2 | $7.03M | Buy |
17,544
+361
| +2% | +$145K | 0.9% | 19 |
|
|
2021
Q1 | $6.39M | Sell |
17,183
-1,486
| -8% | -$553K | 0.93% | 18 |
|
|
2020
Q4 | $6.55M | Buy |
18,669
+2,319
| +14% | +$813K | 1.04% | 18 |
|
|
2020
Q3 | $5.1M | Sell |
16,350
-2,827
| -15% | -$881K | 1.25% | 15 |
|
|
2020
Q2 | $5.66M | Sell |
19,177
-297
| -2% | -$87.6K | 1.89% | 10 |
|
|
2020
Q1 | $4.86M | Buy |
19,474
+2,173
| +13% | +$542K | 2.15% | 8 |
|
|
2019
Q4 | $5.09M | Sell |
17,301
-16
| -0.1% | -$4.7K | 2.45% | 9 |
|
|
2019
Q3 | $3.76M | Sell |
17,317
-991
| -5% | -$215K | 1.77% | 13 |
|
|
2019
Q2 | $44.7K | Buy |
18,308
+127
| +0.7% | +$310 | 1.81% | 13 |
|
|
2019
Q1 | $4.5M | Buy |
18,181
+44
| +0.2% | +$10.9K | 2.05% | 15 |
|
|
2018
Q4 | $4.52M | Sell |
18,137
-941
| -5% | -$234K | 2.66% | 9 |
|
|
2018
Q3 | $5.08M | Sell |
19,078
-284
| -1% | -$75.5K | 2.18% | 13 |
|
|
2018
Q2 | $4.75M | Buy |
19,362
+487
| +3% | +$119K | 2.24% | 12 |
|
|
2018
Q1 | $4.04M | Sell |
18,875
-1,292
| -6% | -$276K | 2.01% | 14 |
|
|
2017
Q4 | $3.96M | Buy |
20,167
+1
| +0% | +$197 | 2.44% | 10 |
|
|
2017
Q3 | $3.95M | Sell |
20,166
-467
| -2% | -$91.5K | 2.5% | 9 |
|
|
2017
Q2 | $3.83M | Sell |
20,633
-115
| -0.6% | -$21.3K | 2.42% | 11 |
|
|
2017
Q1 | $3.4M | Buy |
20,748
+7,122
| +52% | +$1.17M | 2.04% | 13 |
|
|
2016
Q4 | $2.18M | Buy |
+13,626
| New | +$2.18M | 1.73% | 16 |
|