Pacific Capital 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
Q1 | – | Sell |
-103
| Closed | -$52.1K | – | 358 |
|
|
2024
Q4 | $52.1K | Sell |
103
-14
| -12% | -$7.08K | 0.01% | 147 |
|
|
2024
Q3 | $68.4K | Sell |
117
-68
| -37% | -$39.8K | 0.01% | 136 |
|
|
2024
Q2 | $94.2K | Buy |
185
+81
| +78% | +$41.3K | 0.02% | 112 |
|
|
2024
Q1 | $51.4K | Buy |
104
+4
| +4% | +$1.98K | 0.01% | 131 |
|
|
2023
Q4 | $52.6K | Buy |
+100
| New | +$52.6K | 0.01% | 129 |
|
|
2023
Q2 | – | Sell |
-453
| Closed | -$214K | – | 85 |
|
|
2023
Q1 | $214K | Hold |
453
| – | – | 0.06% | 81 |
|
|
2022
Q4 | $240K | Buy |
+453
| New | +$240K | 0.06% | 77 |
|