Omni 360 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 | $271K | Buy |
868
+4
| +0.5% | +$1.25K | 0.13% | 153 |
|
|
2025
Q1 | $453K | Buy |
864
+211
| +32% | +$111K | 0.27% | 75 |
|
|
2024
Q4 | $331K | Sell |
653
-23
| -3% | -$11.6K | 0.21% | 90 |
|
|
2024
Q3 | $395K | Buy |
676
+76
| +13% | +$44.4K | 0.26% | 83 |
|
|
2024
Q2 | $306K | Buy |
600
+9
| +2% | +$4.58K | 0.23% | 90 |
|
|
2024
Q1 | $293K | Buy |
+591
| New | +$293K | 0.24% | 88 |
|