Olistico 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 | $199K | Sell |
639
-35
| -5% | -$10.9K | 0.11% | 97 |
|
|
2025
Q1 | $353K | Buy |
674
+95
| +16% | +$49.8K | 0.22% | 74 |
|
|
2024
Q4 | $293K | Sell |
579
-28
| -5% | -$14.2K | 0.17% | 82 |
|
|
2024
Q3 | $355K | Buy |
607
+7
| +1% | +$4.1K | 0.22% | 78 |
|
|
2024
Q2 | $306K | Sell |
600
-15
| -2% | -$7.65K | 0.2% | 84 |
|
|
2024
Q1 | $304K | Sell |
615
-3
| -0.5% | -$1.49K | 0.22% | 85 |
|
|
2023
Q4 | $326K | Hold |
618
| – | – | 0.25% | 80 |
|
|
2023
Q3 | $312K | Sell |
618
-15
| -2% | -$7.57K | 0.28% | 80 |
|
|
2023
Q2 | $304K | Sell |
633
-5
| -0.8% | -$2.4K | 0.26% | 88 |
|
|
2023
Q1 | $302K | Buy |
638
+244
| +62% | +$115K | 0.29% | 78 |
|
|
2022
Q4 | $209K | Buy |
+394
| New | +$209K | 0.23% | 96 |
|