Moser 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 | $1.53M | Buy |
4,915
+25
| +0.5% | +$7.8K | 0.74% | 30 |
|
|
2025
Q1 | $2.56M | Sell |
4,890
-10
| -0.2% | -$5.24K | 1.34% | 22 |
|
|
2024
Q4 | $2.48M | Sell |
4,900
-40
| -0.8% | -$20.2K | 1.29% | 19 |
|
|
2024
Q3 | $2.89M | Sell |
4,940
-120
| -2% | -$70.2K | 1.5% | 17 |
|
|
2024
Q2 | $2.58M | Buy |
5,060
+130
| +3% | +$66.2K | 1.4% | 18 |
|
|
2024
Q1 | $2.44M | Sell |
4,930
-10
| -0.2% | -$4.95K | 1.36% | 21 |
|
|
2023
Q4 | $2.6M | Hold |
4,940
| – | – | 1.66% | 16 |
|
|
2023
Q3 | $2.49M | Hold |
4,940
| – | – | 1.75% | 14 |
|
|
2023
Q2 | $2.37M | Buy |
+4,940
| New | +$2.37M | 1.6% | 17 |
|
|
2022
Q4 | $2.71M | Hold |
5,105
| – | – | 2.04% | 12 |
|
|
2022
Q3 | $2.58M | Hold |
5,105
| – | – | 2.02% | 13 |
|
|
2022
Q2 | $2.62M | Hold |
5,105
| – | – | 1.95% | 13 |
|
|
2022
Q1 | $2.6M | Hold |
5,105
| – | – | 1.63% | 14 |
|
|
2021
Q4 | $2.56M | Hold |
5,105
| – | – | 1.55% | 17 |
|
|
2021
Q3 | $2M | Hold |
5,105
| – | – | 1.28% | 20 |
|
|
2021
Q2 | $2.04M | Hold |
5,105
| – | – | 1.32% | 20 |
|
|
2021
Q1 | $1.9M | Buy |
5,105
+100
| +2% | +$37.2K | 1.33% | 20 |
|
|
2020
Q4 | $1.76M | Sell |
5,005
-40
| -0.8% | -$14K | 1.29% | 20 |
|
|
2020
Q3 | $1.57M | Buy |
5,045
+175
| +4% | +$54.6K | 1.25% | 20 |
|
|
2020
Q2 | $1.44M | Hold |
4,870
| – | – | 1.37% | 20 |
|
|
2020
Q1 | $1.21M | Sell |
4,870
-65
| -1% | -$16.2K | 1.41% | 18 |
|
|
2019
Q4 | $1.45M | Buy |
+4,935
| New | +$1.45M | 1.39% | 17 |
|