Monterey Private Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $648K | Buy |
1,237
+4
| +0.3% | +$2.1K | 0.19% | 51 |
|
|
2024
Q4 | $624K | Buy |
1,233
+182
| +17% | +$92K | 0.21% | 52 |
|
|
2024
Q3 | $615K | Buy |
1,051
+3
| +0.3% | +$1.75K | 0.21% | 53 |
|
|
2024
Q2 | $534K | Buy |
1,048
+334
| +47% | +$170K | 0.2% | 56 |
|
|
2024
Q1 | $353K | Buy |
714
+6
| +0.8% | +$2.97K | 0.14% | 68 |
|
|
2023
Q4 | $373K | Hold |
708
| – | – | 0.17% | 60 |
|
|
2023
Q3 | $357K | Hold |
708
| – | – | 0.18% | 60 |
|
|
2023
Q2 | $340K | Buy |
708
+20
| +3% | +$9.61K | 0.16% | 64 |
|
|
2023
Q1 | $325K | Sell |
688
-81
| -11% | -$38.3K | 0.17% | 70 |
|
|
2022
Q4 | $408K | Sell |
769
-134
| -15% | -$71.1K | 0.22% | 57 |
|
|
2022
Q3 | $460K | Sell |
903
-42
| -4% | -$21.4K | 0.28% | 48 |
|
|
2022
Q2 | $485K | Buy |
945
+18
| +2% | +$9.24K | 0.28% | 50 |
|
|
2022
Q1 | $483K | Buy |
+927
| New | +$483K | 0.23% | 60 |
|