Naviter Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
8,206
-198
| -2% | -$61.8K | 0.32% | 83 |
|
|
2025
Q1 | $4.34M | Buy |
8,404
+331
| +4% | +$171K | 0.53% | 46 |
|
|
2024
Q4 | $4.08M | Buy |
8,073
+1,404
| +21% | +$710K | 0.49% | 45 |
|
|
2024
Q3 | $3.9M | Sell |
6,669
-702
| -10% | -$410K | 0.54% | 47 |
|
|
2024
Q2 | $3.75M | Buy |
7,371
+276
| +4% | +$141K | 0.56% | 41 |
|
|
2024
Q1 | $3.51M | Buy |
7,095
+968
| +16% | +$479K | 0.57% | 39 |
|
|
2023
Q4 | $3.23M | Buy |
6,127
+1,466
| +31% | +$772K | 0.65% | 35 |
|
|
2023
Q3 | $2.35M | Buy |
4,661
+153
| +3% | +$77.1K | 0.57% | 39 |
|
|
2023
Q2 | $2.17M | Buy |
4,508
+789
| +21% | +$379K | 0.55% | 40 |
|
|
2023
Q1 | $1.76M | Buy |
3,719
+650
| +21% | +$307K | 0.61% | 34 |
|
|
2022
Q4 | $1.51M | Buy |
3,069
+449
| +17% | +$221K | 0.41% | 53 |
|
|
2022
Q3 | $1.32M | Buy |
2,620
+140
| +6% | +$70.7K | 0.54% | 34 |
|
|
2022
Q2 | $1.27M | Buy |
+2,480
| New | +$1.27M | 0.52% | 34 |
|