Northwest 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
Q2 | – | Sell |
-700
| Closed | -$367K | – | 215 |
|
|
2025
Q1 | $367K | Buy |
700
+109
| +18% | +$57.1K | 0.07% | 114 |
|
|
2024
Q4 | $299K | Sell |
591
-164
| -22% | -$83K | 0.06% | 124 |
|
|
2024
Q3 | $441K | Hold |
755
| – | – | 0.1% | 100 |
|
|
2024
Q2 | $385K | Sell |
755
-375
| -33% | -$191K | 0.1% | 105 |
|
|
2024
Q1 | $559K | Buy |
1,130
+37
| +3% | +$18.3K | 0.15% | 91 |
|
|
2023
Q4 | $575K | Buy |
1,093
+19
| +2% | +$10K | 0.17% | 85 |
|
|
2023
Q3 | $542K | Buy |
1,074
+7
| +0.7% | +$3.53K | 0.2% | 83 |
|
|
2023
Q2 | $513K | Sell |
1,067
-5
| -0.5% | -$2.4K | 0.19% | 88 |
|
|
2023
Q1 | $507K | Buy |
1,072
+375
| +54% | +$177K | 0.19% | 92 |
|
|
2022
Q4 | $370K | Sell |
697
-899
| -56% | -$477K | 0.16% | 98 |
|
|
2022
Q3 | $806K | Buy |
1,596
+149
| +10% | +$75.2K | 0.36% | 67 |
|
|
2022
Q2 | $743K | Buy |
1,447
+438
| +43% | +$225K | 0.32% | 74 |
|
|
2022
Q1 | $515K | Buy |
1,009
+319
| +46% | +$163K | 0.25% | 84 |
|
|
2021
Q4 | $347K | Hold |
690
| – | – | 0.16% | 100 |
|
|
2021
Q3 | $270K | Hold |
690
| – | – | 0.13% | 100 |
|
|
2021
Q2 | $276K | Sell |
690
-693
| -50% | -$277K | 0.15% | 102 |
|
|
2021
Q1 | $515K | Hold |
1,383
| – | – | 0.32% | 72 |
|
|
2020
Q4 | $485K | Hold |
1,383
| – | – | 0.33% | 70 |
|
|
2020
Q3 | $431K | Hold |
1,383
| – | – | 0.36% | 65 |
|
|
2020
Q2 | $408K | Buy |
1,383
+332
| +32% | +$97.9K | 0.36% | 63 |
|
|
2020
Q1 | $262K | Buy |
+1,051
| New | +$262K | 0.27% | 69 |
|
|
2019
Q2 | – | Sell |
-478
| Closed | -$118K | – | 443 |
|
|
2019
Q1 | $118K | Hold |
478
| – | – | 0.09% | 145 |
|
|
2018
Q4 | $119K | Hold |
478
| – | – | 0.1% | 128 |
|
|
2018
Q3 | $127K | Hold |
478
| – | – | 0.1% | 131 |
|
|
2018
Q2 | $117K | Hold |
478
| – | – | 0.09% | 138 |
|
|
2018
Q1 | $103K | Buy |
+478
| New | +$103K | 0.08% | 146 |
|