PACK Private 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 | $2.99M | Buy |
9,569
+3,087
| +48% | +$963K | 1.58% | 11 |
|
|
2025
Q1 | $3.39M | Hold |
6,482
| – | – | 2.02% | 11 |
|
|
2024
Q4 | $3.28M | Hold |
6,482
| – | – | 1.93% | 11 |
|
|
2024
Q3 | $3.79M | Sell |
6,482
-1,000
| -13% | -$585K | 2.15% | 11 |
|
|
2024
Q2 | $3.81M | Buy |
7,482
+10
| +0.1% | +$5.09K | 2.37% | 11 |
|
|
2024
Q1 | $3.7M | Hold |
7,472
| – | – | 2.32% | 10 |
|
|
2023
Q4 | $3.93M | Sell |
7,472
-2,020
| -21% | -$1.06M | 2.65% | 9 |
|
|
2023
Q3 | $4.88M | Hold |
9,492
| – | – | 3.65% | 9 |
|
|
2023
Q2 | $4.56M | Hold |
9,492
| – | – | 3.41% | 10 |
|
|
2023
Q1 | $4.49M | Hold |
9,492
| – | – | 3.56% | 10 |
|
|
2022
Q4 | $5.03M | Hold |
9,492
| – | – | 4.32% | 8 |
|
|
2022
Q3 | $4.79M | Sell |
9,492
-14
| -0.1% | -$7.07K | 4.51% | 9 |
|
|
2022
Q2 | $4.88M | Sell |
9,506
-1,005
| -10% | -$516K | 4.46% | 9 |
|
|
2022
Q1 | $5.36M | Hold |
10,511
| – | – | 4.42% | 9 |
|
|
2021
Q4 | $5.28M | Buy |
+10,511
| New | +$5.28M | 4.19% | 9 |
|