Palumbo 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 |
-7,089
| Closed | -$3.71M | – | 209 |
|
|
2025
Q1 | $3.71M | Buy |
7,089
+1,584
| +29% | +$830K | 1.24% | 20 |
|
|
2024
Q4 | $2.78M | Buy |
5,505
+628
| +13% | +$318K | 1.04% | 23 |
|
|
2024
Q3 | $2.85M | Buy |
4,877
+107
| +2% | +$62.6K | 1.11% | 25 |
|
|
2024
Q2 | $2.43M | Buy |
4,770
+792
| +20% | +$403K | 1.03% | 25 |
|
|
2024
Q1 | $1.97M | Buy |
3,978
+806
| +25% | +$399K | 0.88% | 32 |
|
|
2023
Q4 | $1.67M | Sell |
3,172
-167
| -5% | -$87.9K | 0.85% | 29 |
|
|
2023
Q3 | $1.68M | Buy |
3,339
+1,382
| +71% | +$697K | 0.93% | 24 |
|
|
2023
Q2 | $941K | Buy |
+1,957
| New | +$941K | 0.58% | 36 |
|