One Wealth Management Investment & Advisory Services’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,314
Closed -$1.18M 126
2024
Q2
$1.18M Sell
2,314
-166
-7% -$84.5K 0.47% 35
2024
Q1
$1.23M Sell
2,480
-106
-4% -$52.4K 0.5% 33
2023
Q4
$1.36M Buy
+2,586
New +$1.36M 0.61% 34