MN 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 | $290K | Buy |
+929
| New | +$290K | 0.17% | 92 |
|
|
2024
Q4 | – | Sell |
-460
| Closed | -$269K | – | 102 |
|
|
2024
Q3 | $269K | Sell |
460
-84
| -15% | -$49.1K | 0.15% | 82 |
|
|
2024
Q2 | $277K | Buy |
544
+21
| +4% | +$10.7K | 0.16% | 86 |
|
|
2024
Q1 | $259K | Sell |
523
-63
| -11% | -$31.2K | 0.16% | 79 |
|
|
2023
Q4 | $309K | Buy |
+586
| New | +$309K | 0.21% | 70 |
|