Modern 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 | $2.33M | Buy |
7,473
+477
| +7% | +$149K | 0.06% | 250 |
|
|
2025
Q1 | $3.66M | Buy |
6,996
+226
| +3% | +$118K | 0.12% | 150 |
|
|
2024
Q4 | $3.42M | Buy |
6,770
+319
| +5% | +$161K | 0.13% | 139 |
|
|
2024
Q3 | $3.77M | Buy |
6,451
+382
| +6% | +$223K | 0.23% | 72 |
|
|
2024
Q2 | $3.09M | Buy |
6,069
+755
| +14% | +$384K | 0.23% | 63 |
|
|
2024
Q1 | $2.63M | Buy |
5,314
+4,176
| +367% | +$2.07M | 0.24% | 57 |
|
|
2023
Q4 | $599K | Buy |
+1,138
| New | +$599K | 0.08% | 82 |
|