Omnia Family 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 | – | Sell |
-1,125
| Closed | -$589K | – | 106 |
|
|
2025
Q1 | $589K | Buy |
1,125
+258
| +30% | +$135K | 0.25% | 38 |
|
|
2024
Q4 | $439K | Sell |
867
-27
| -3% | -$13.7K | 0.18% | 42 |
|
|
2024
Q3 | $523K | Buy |
894
+112
| +14% | +$65.5K | 0.22% | 42 |
|
|
2024
Q2 | $398K | Buy |
782
+69
| +10% | +$35.1K | 0.17% | 50 |
|
|
2024
Q1 | $353K | Buy |
713
+110
| +18% | +$54.4K | 0.17% | 50 |
|
|
2023
Q4 | $317K | Buy |
603
+189
| +46% | +$99.5K | 0.16% | 50 |
|
|
2023
Q3 | $209K | Buy |
+414
| New | +$209K | 0.13% | 63 |
|
|
2023
Q1 | – | Sell |
-414
| Closed | -$219K | – | 73 |
|
|
2022
Q4 | $219K | Hold |
414
| – | – | 0.18% | 61 |
|
|
2022
Q3 | $209K | Hold |
414
| – | – | 0.17% | 59 |
|
|
2022
Q2 | $213K | Hold |
414
| – | – | 0.16% | 62 |
|
|
2022
Q1 | $211K | Hold |
414
| – | – | 0.14% | 68 |
|
|
2021
Q4 | $208K | Buy |
+414
| New | +$208K | 0.13% | 71 |
|
|
2020
Q2 | – | Sell |
-1,082
| Closed | -$270K | – | 76 |
|
|
2020
Q1 | $270K | Sell |
1,082
-60
| -5% | -$15K | 0.28% | 55 |
|
|
2019
Q4 | $336K | Hold |
1,142
| – | – | 0.15% | 66 |
|
|
2019
Q3 | $248K | Hold |
1,142
| – | – | 0.18% | 73 |
|
|
2019
Q2 | $279K | Buy |
1,142
+108
| +10% | +$26.4K | 0.14% | 76 |
|
|
2019
Q1 | $256K | Sell |
1,034
-69
| -6% | -$17.1K | 0.13% | 77 |
|
|
2018
Q4 | $275K | Hold |
1,103
| – | – | 0.15% | 69 |
|
|
2018
Q3 | $293K | Hold |
1,103
| – | – | 0.13% | 69 |
|
|
2018
Q2 | $271K | Hold |
1,103
| – | – | 0.13% | 71 |
|
|
2018
Q1 | $236K | Buy |
1,103
+91
| +9% | +$19.5K | 0.11% | 79 |
|
|
2017
Q4 | $223K | Hold |
1,012
| – | – | 0.1% | 83 |
|
|
2017
Q3 | $198K | Sell |
1,012
-87
| -8% | -$17K | 0.1% | 88 |
|
|
2017
Q2 | $204K | Sell |
1,099
-1,025
| -48% | -$190K | 0.1% | 86 |
|
|
2017
Q1 | $348K | Buy |
2,124
+2
| +0.1% | +$328 | 0.17% | 54 |
|
|
2016
Q4 | $340K | Buy |
+2,122
| New | +$340K | 0.17% | 62 |
|