Montz Harcus 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 | $212K | Buy |
679
+74
| +12% | +$23.1K | 0.1% | 82 |
|
|
2025
Q1 | $317K | Buy |
+605
| New | +$317K | 0.17% | 52 |
|
|
2024
Q1 | – | Sell |
-436
| Closed | -$229K | – | 72 |
|
|
2023
Q4 | $229K | Sell |
436
-13
| -3% | -$6.84K | 0.18% | 48 |
|
|
2023
Q3 | $226K | Buy |
449
+12
| +3% | +$6.05K | 0.19% | 46 |
|
|
2023
Q2 | $210K | Buy |
+437
| New | +$210K | 0.17% | 57 |
|