Moss Adams 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 | $949K | Sell |
3,041
-1,444
| -32% | -$451K | 0.09% | 83 |
|
|
2025
Q1 | $2.35M | Buy |
4,485
+363
| +9% | +$190K | 0.25% | 35 |
|
|
2024
Q4 | $2.09M | Sell |
4,122
-198
| -5% | -$100K | 0.22% | 36 |
|
|
2024
Q3 | $2.53M | Buy |
4,320
+394
| +10% | +$230K | 0.28% | 30 |
|
|
2024
Q2 | $2M | Buy |
3,926
+396
| +11% | +$202K | 0.28% | 31 |
|
|
2024
Q1 | $1.75M | Buy |
3,530
+248
| +8% | +$123K | 0.28% | 34 |
|
|
2023
Q4 | $1.73M | Buy |
3,282
+185
| +6% | +$97.4K | 0.36% | 27 |
|
|
2023
Q3 | $1.56M | Buy |
3,097
+135
| +5% | +$68.1K | 0.53% | 20 |
|
|
2023
Q2 | $1.42M | Buy |
2,962
+80
| +3% | +$38.5K | 0.46% | 26 |
|
|
2023
Q1 | $1.36M | Sell |
2,882
-235
| -8% | -$111K | 0.46% | 21 |
|
|
2022
Q4 | $1.65M | Buy |
+3,117
| New | +$1.65M | 0.83% | 21 |
|