NewEdge 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 | $14.4M | Buy |
58,667
+12,382
| +27% | +$3.03M | 0.22% | 95 |
|
|
2025
Q1 | $24.2M | Sell |
46,285
-201
| -0.4% | -$105K | 0.44% | 61 |
|
|
2024
Q4 | $23.5M | Sell |
46,486
-651
| -1% | -$329K | 0.41% | 66 |
|
|
2024
Q3 | $27.6M | Buy |
47,137
+9,638
| +26% | +$5.64M | 0.5% | 54 |
|
|
2024
Q2 | $19.1M | Sell |
37,499
-5,159
| -12% | -$2.63M | 0.41% | 65 |
|
|
2024
Q1 | $21M | Sell |
42,658
-196
| -0.5% | -$96.6K | 0.47% | 56 |
|
|
2023
Q4 | $22.6M | Buy |
42,854
+2,104
| +5% | +$1.11M | 0.58% | 41 |
|
|
2023
Q3 | $20.5M | Sell |
40,750
-139
| -0.3% | -$70.1K | 0.65% | 39 |
|
|
2023
Q2 | $19.7M | Sell |
40,889
-1,292
| -3% | -$621K | 0.66% | 37 |
|
|
2023
Q1 | $19.9M | Sell |
42,181
-15,035
| -26% | -$7.11M | 0.76% | 29 |
|
|
2022
Q4 | $30.3M | Buy |
57,216
+2,215
| +4% | +$1.17M | 1.31% | 13 |
|
|
2022
Q3 | $27.8M | Sell |
55,001
-3,206
| -6% | -$1.62M | 1.31% | 14 |
|
|
2022
Q2 | $29.9M | Buy |
58,207
+8,387
| +17% | +$4.31M | 1.36% | 14 |
|
|
2022
Q1 | $25.4M | Buy |
49,820
+4,381
| +10% | +$2.23M | 1.13% | 18 |
|
|
2021
Q4 | $22.8M | Buy |
45,439
+1,789
| +4% | +$898K | 0.96% | 22 |
|
|
2021
Q3 | $17.1M | Buy |
43,650
+2,965
| +7% | +$1.16M | 1.02% | 23 |
|
|
2021
Q2 | $16.3M | Buy |
40,685
+2,455
| +6% | +$983K | 1.24% | 18 |
|
|
2021
Q1 | $14.2M | Buy |
38,230
+27,076
| +243% | +$10.1M | 1.41% | 15 |
|
|
2020
Q4 | $3.91M | Buy |
+11,154
| New | +$3.91M | 1.2% | 23 |
|