Motive 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 | – | Sell |
-763
| Closed | -$400K | – | 89 |
|
|
2025
Q1 | $400K | Buy |
763
+8
| +1% | +$4.19K | 0.21% | 49 |
|
|
2024
Q4 | $382K | Buy |
755
+110
| +17% | +$55.6K | 0.21% | 50 |
|
|
2024
Q3 | $328K | Hold |
645
| – | – | 0.2% | 49 |
|
|
2024
Q2 | $328K | Sell |
645
-20
| -3% | -$10.2K | 0.2% | 49 |
|
|
2024
Q1 | $329K | Buy |
665
+224
| +51% | +$111K | 0.2% | 55 |
|
|
2023
Q4 | $232K | Sell |
441
-101
| -19% | -$53.2K | 0.27% | 39 |
|
|
2023
Q3 | $273K | Sell |
542
-10
| -2% | -$5.04K | 0.3% | 40 |
|
|
2023
Q2 | $265K | Sell |
552
-121
| -18% | -$58.2K | 0.27% | 44 |
|
|
2023
Q1 | $318K | Sell |
673
-229
| -25% | -$108K | 0.35% | 38 |
|
|
2022
Q4 | $478K | Buy |
902
+86
| +11% | +$45.6K | 0.37% | 32 |
|
|
2022
Q3 | $412K | Buy |
816
+388
| +91% | +$196K | 0.33% | 34 |
|
|
2022
Q2 | $220K | Sell |
428
-46
| -10% | -$23.6K | 0.17% | 73 |
|
|
2022
Q1 | $241K | Buy |
+474
| New | +$241K | 0.17% | 73 |
|