Moran 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
Q1 | – | Sell |
-28,229
| Closed | -$14.3M | – | 487 |
|
|
2024
Q4 | $14.3M | Sell |
28,229
-488
| -2% | -$247K | 0.46% | 78 |
|
|
2024
Q3 | $16.8M | Sell |
28,717
-454
| -2% | -$265K | 0.52% | 67 |
|
|
2024
Q2 | $14.9M | Buy |
29,171
+102
| +0.4% | +$51.9K | 0.49% | 71 |
|
|
2024
Q1 | $14.4M | Buy |
29,069
+2,338
| +9% | +$1.16M | 0.47% | 74 |
|
|
2023
Q4 | $14.1M | Sell |
26,731
-976
| -4% | -$514K | 0.5% | 62 |
|
|
2023
Q3 | $14M | Sell |
27,707
-21,781
| -44% | -$11M | 0.54% | 67 |
|
|
2023
Q2 | $23.8M | Sell |
49,488
-2,149
| -4% | -$1.03M | 0.89% | 21 |
|
|
2023
Q1 | $24.4M | Buy |
51,637
+2,689
| +5% | +$1.27M | 0.92% | 20 |
|
|
2022
Q4 | $26M | Buy |
+48,948
| New | +$26M | 0.99% | 19 |
|