Napa 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 |
-1,951
| Closed | -$987K | – | 214 |
|
|
2024
Q4 | $987K | Sell |
1,951
-2,141
| -52% | -$1.08M | 0.43% | 66 |
|
|
2024
Q3 | $2.39M | Buy |
+4,092
| New | +$2.39M | 1.13% | 13 |
|
|
2024
Q1 | – | Sell |
-4,739
| Closed | -$2.49M | – | 113 |
|
|
2023
Q4 | $2.49M | Buy |
+4,739
| New | +$2.49M | 1.35% | 21 |
|