North Ridge 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 | $475K | Sell |
1,523
-360
| -19% | -$112K | 0.29% | 31 |
|
|
2025
Q1 | $986K | Sell |
1,883
-111
| -6% | -$58.1K | 0.66% | 22 |
|
|
2024
Q4 | $1.01M | Sell |
1,994
-50
| -2% | -$25.3K | 0.7% | 22 |
|
|
2024
Q3 | $1.2M | Hold |
2,044
| – | – | 0.81% | 21 |
|
|
2024
Q2 | $1.04M | Sell |
2,044
-125
| -6% | -$63.7K | 0.79% | 21 |
|
|
2024
Q1 | $1.07M | Sell |
2,169
-105
| -5% | -$51.9K | 0.83% | 21 |
|
|
2023
Q4 | $1.2M | Sell |
2,274
-56
| -2% | -$29.5K | 1% | 20 |
|
|
2023
Q3 | $1.17M | Hold |
2,330
| – | – | 1.14% | 18 |
|
|
2023
Q2 | $1.12M | Hold |
2,330
| – | – | 1.07% | 18 |
|
|
2023
Q1 | $1.1M | Buy |
+2,330
| New | +$1.1M | 1.1% | 17 |
|