Opal 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 | $2.08M | Buy |
6,680
+2,337
| +54% | +$729K | 0.58% | 22 |
|
|
2025
Q1 | $2.27M | Buy |
4,343
+221
| +5% | +$116K | 0.7% | 18 |
|
|
2024
Q4 | $2.09M | Sell |
4,122
-413
| -9% | -$209K | 0.63% | 27 |
|
|
2024
Q3 | $2.65M | Buy |
4,535
+710
| +19% | +$415K | 0.83% | 21 |
|
|
2024
Q2 | $1.95M | Sell |
3,825
-77
| -2% | -$39.2K | 0.63% | 25 |
|
|
2024
Q1 | $1.93M | Sell |
3,902
-179
| -4% | -$88.6K | 0.65% | 28 |
|
|
2023
Q4 | $2.15M | Sell |
4,081
-2
| -0% | -$1.05K | 0.85% | 21 |
|
|
2023
Q3 | $2.06M | Buy |
4,083
+82
| +2% | +$41.3K | 1.2% | 11 |
|
|
2023
Q2 | $1.92M | Buy |
4,001
+1,487
| +59% | +$715K | 0.96% | 14 |
|
|
2023
Q1 | $1.19M | Buy |
2,514
+17
| +0.7% | +$8.03K | 0.69% | 15 |
|
|
2022
Q4 | $1.32M | Buy |
2,497
+75
| +3% | +$39.8K | 0.73% | 18 |
|
|
2022
Q3 | $1.22M | Sell |
2,422
-7
| -0.3% | -$3.54K | 0.89% | 15 |
|
|
2022
Q2 | $1.25M | Sell |
2,429
-82
| -3% | -$42.1K | 0.83% | 17 |
|
|
2022
Q1 | $1.28M | Sell |
2,511
-242
| -9% | -$123K | 1.12% | 16 |
|
|
2021
Q4 | $1.38M | Buy |
2,753
+351
| +15% | +$176K | 0.87% | 24 |
|
|
2021
Q3 | $939K | Sell |
2,402
-124
| -5% | -$48.5K | 0.9% | 20 |
|
|
2021
Q2 | $1.01M | Sell |
2,526
-82
| -3% | -$32.9K | 0.94% | 18 |
|
|
2021
Q1 | $970K | Sell |
2,608
-18
| -0.7% | -$6.7K | 1.05% | 12 |
|
|
2020
Q4 | $921K | Buy |
+2,626
| New | +$921K | 1.15% | 11 |
|