Orgel Wealth Management’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 |
-495
| Closed | -$259K | – | 91 |
|
|
2025
Q1 | $259K | Sell |
495
-6
| -1% | -$3.14K | 0.01% | 74 |
|
|
2024
Q4 | $253K | Buy |
501
+6
| +1% | +$3.04K | 0.01% | 80 |
|
|
2024
Q3 | $289K | Sell |
495
-18
| -4% | -$10.5K | 0.01% | 70 |
|
|
2024
Q2 | $261K | Buy |
513
+23
| +5% | +$11.7K | 0.01% | 69 |
|
|
2024
Q1 | $242K | Sell |
490
-93
| -16% | -$46K | 0.01% | 75 |
|
|
2023
Q4 | $307K | Buy |
583
+93
| +19% | +$49K | 0.01% | 69 |
|
|
2023
Q3 | $247K | Hold |
490
| – | – | 0.01% | 72 |
|
|
2023
Q2 | $236K | Hold |
490
| – | – | 0.01% | 69 |
|
|
2023
Q1 | $232K | Sell |
490
-157
| -24% | -$74.2K | 0.01% | 66 |
|
|
2022
Q4 | $343K | Sell |
647
-80
| -11% | -$42.4K | 0.01% | 58 |
|
|
2022
Q3 | $367K | Buy |
727
+75
| +12% | +$37.9K | 0.02% | 51 |
|
|
2022
Q2 | $335K | Sell |
652
-100
| -13% | -$51.4K | 0.02% | 49 |
|
|
2022
Q1 | $383K | Sell |
752
-67
| -8% | -$34.1K | 0.03% | 42 |
|
|
2021
Q4 | $411K | Hold |
819
| – | – | 0.04% | 38 |
|
|
2021
Q3 | $320K | Buy |
819
+55
| +7% | +$21.5K | 0.04% | 40 |
|
|
2021
Q2 | $306K | Hold |
764
| – | – | 0.04% | 41 |
|
|
2021
Q1 | $284K | Sell |
764
-138
| -15% | -$51.3K | 0.04% | 42 |
|
|
2020
Q4 | $316K | Buy |
902
+150
| +20% | +$52.6K | 0.06% | 32 |
|
|
2020
Q3 | $234K | Hold |
752
| – | – | 0.07% | 48 |
|
|
2020
Q2 | $222K | Buy |
+752
| New | +$222K | 0.08% | 44 |
|
|
2020
Q1 | – | Sell |
-752
| Closed | -$221K | – | 54 |
|
|
2019
Q4 | $221K | Buy |
+752
| New | +$221K | 0.06% | 47 |
|