Octavia 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 | $366K | Buy |
1,174
+448
| +62% | +$140K | 0.04% | 147 |
|
|
2025
Q1 | $380K | Buy |
726
+44
| +6% | +$23K | 0.05% | 146 |
|
|
2024
Q4 | $345K | Sell |
682
-94
| -12% | -$47.6K | 0.04% | 150 |
|
|
2024
Q3 | $454K | Sell |
776
-54
| -7% | -$31.6K | 0.06% | 124 |
|
|
2024
Q2 | $423K | Buy |
830
+17
| +2% | +$8.66K | 0.06% | 135 |
|
|
2024
Q1 | $402K | Sell |
813
-56
| -6% | -$27.7K | 0.06% | 140 |
|
|
2023
Q4 | $458K | Buy |
869
+32
| +4% | +$16.8K | 0.08% | 126 |
|
|
2023
Q3 | $422K | Buy |
837
+69
| +9% | +$34.8K | 0.09% | 110 |
|
|
2023
Q2 | $369K | Buy |
768
+12
| +2% | +$5.77K | 0.07% | 122 |
|
|
2023
Q1 | $357K | Buy |
756
+65
| +9% | +$30.7K | 0.08% | 114 |
|
|
2022
Q4 | $366K | Sell |
691
-32
| -4% | -$17K | 0.09% | 118 |
|
|
2022
Q3 | $365K | Sell |
723
-17
| -2% | -$8.58K | 0.1% | 110 |
|
|
2022
Q2 | $380K | Buy |
740
+60
| +9% | +$30.8K | 0.1% | 111 |
|
|
2022
Q1 | $347K | Sell |
680
-49
| -7% | -$25K | 0.08% | 127 |
|
|
2021
Q4 | $366K | Buy |
729
+43
| +6% | +$21.6K | 0.08% | 131 |
|
|
2021
Q3 | $266K | Buy |
+686
| New | +$266K | 0.07% | 146 |
|