Midland 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 | $567K | Sell |
1,818
-262
| -13% | -$81.7K | 0.03% | 113 |
|
|
2025
Q1 | $1.09M | Sell |
2,080
-435
| -17% | -$228K | 0.06% | 74 |
|
|
2024
Q4 | $1.27M | Sell |
2,515
-210
| -8% | -$106K | 0.08% | 70 |
|
|
2024
Q3 | $1.59M | Sell |
2,725
-62
| -2% | -$36.3K | 0.09% | 61 |
|
|
2024
Q2 | $1.42M | Sell |
2,787
-340
| -11% | -$173K | 0.08% | 60 |
|
|
2024
Q1 | $1.55M | Buy |
3,127
+231
| +8% | +$114K | 0.1% | 58 |
|
|
2023
Q4 | $1.52M | Buy |
+2,896
| New | +$1.52M | 0.1% | 55 |
|