Meridian Wealth Partners’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 |
-789
| Closed | -$413K | – | 116 |
|
|
2025
Q1 | $413K | Sell |
789
-86
| -10% | -$45K | 0.07% | 70 |
|
|
2024
Q4 | $442K | Buy |
875
+6
| +0.7% | +$3.03K | 0.07% | 66 |
|
|
2024
Q3 | $508K | Buy |
869
+3
| +0.3% | +$1.75K | 0.08% | 59 |
|
|
2024
Q2 | $441K | Buy |
866
+61
| +8% | +$31.1K | 0.08% | 60 |
|
|
2024
Q1 | $398K | Buy |
805
+55
| +7% | +$27.2K | 0.07% | 65 |
|
|
2023
Q4 | $395K | Buy |
750
+63
| +9% | +$33.2K | 0.08% | 60 |
|
|
2023
Q3 | $346K | Buy |
687
+96
| +16% | +$48.4K | 0.07% | 66 |
|
|
2023
Q2 | $284K | Buy |
591
+45
| +8% | +$21.6K | 0.06% | 73 |
|
|
2023
Q1 | $258K | Buy |
546
+80
| +17% | +$37.8K | 0.06% | 79 |
|
|
2022
Q4 | $247K | Buy |
466
+51
| +12% | +$27K | 0.06% | 73 |
|
|
2022
Q3 | $210K | Buy |
415
+18
| +5% | +$9.11K | 0.05% | 80 |
|
|
2022
Q2 | $204K | Buy |
+397
| New | +$204K | 0.05% | 78 |
|
|
2021
Q2 | – | Sell |
-252
| Closed | -$94K | – | 1196 |
|
|
2021
Q1 | $94K | Buy |
252
+72
| +40% | +$26.9K | 0.03% | 117 |
|
|
2020
Q4 | $63K | Hold |
180
| – | – | 0.03% | 126 |
|
|
2020
Q3 | $56K | Buy |
180
+19
| +12% | +$5.91K | 0.03% | 124 |
|
|
2020
Q2 | $47K | Buy |
161
+9
| +6% | +$2.63K | 0.03% | 132 |
|
|
2020
Q1 | $38K | Buy |
152
+55
| +57% | +$13.8K | 0.02% | 138 |
|
|
2019
Q4 | $29K | Buy |
+97
| New | +$29K | 0.02% | 165 |
|