Parisi Gray 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 | $1.74M | Sell |
5,576
-534
| -9% | -$167K | 0.5% | 41 |
|
|
2025
Q1 | $3.2M | Buy |
6,110
+42
| +0.7% | +$22K | 1.04% | 24 |
|
|
2024
Q4 | $3.07M | Sell |
6,068
-717
| -11% | -$363K | 0.98% | 26 |
|
|
2024
Q3 | $3.97M | Buy |
6,785
+59
| +0.9% | +$34.5K | 1.31% | 23 |
|
|
2024
Q2 | $3.43M | Buy |
6,726
+42
| +0.6% | +$21.4K | 1.23% | 20 |
|
|
2024
Q1 | $3.31M | Buy |
6,684
+93
| +1% | +$46K | 1.24% | 21 |
|
|
2023
Q4 | $3.47M | Buy |
6,591
+24
| +0.4% | +$12.6K | 1.41% | 17 |
|
|
2023
Q3 | $3.31M | Buy |
6,567
+52
| +0.8% | +$26.2K | 1.5% | 16 |
|
|
2023
Q2 | $3.08M | Buy |
6,515
+3,025
| +87% | +$1.43M | 1.41% | 21 |
|
|
2023
Q1 | $1.65M | Sell |
3,490
-2,950
| -46% | -$1.39M | 1.03% | 24 |
|
|
2022
Q4 | $3.41M | Buy |
6,440
+3,024
| +89% | +$1.6M | 1.68% | 17 |
|
|
2022
Q3 | $1.73M | Sell |
3,416
-2,962
| -46% | -$1.5M | 1.31% | 20 |
|
|
2022
Q2 | $3.28M | Buy |
6,378
+138
| +2% | +$70.9K | 1.71% | 15 |
|
|
2022
Q1 | $3.18M | Sell |
6,240
-130
| -2% | -$66.3K | 1.29% | 22 |
|
|
2021
Q4 | $3.2M | Buy |
6,370
+48
| +0.8% | +$24.1K | 1.2% | 20 |
|
|
2021
Q3 | $2.48M | Buy |
6,322
+5
| +0.1% | +$1.96K | 1.03% | 22 |
|
|
2021
Q2 | $2.53M | Sell |
6,317
-103
| -2% | -$41.3K | 0.93% | 23 |
|
|
2021
Q1 | $2.39M | Buy |
6,420
+39
| +0.6% | +$14.5K | 1% | 24 |
|
|
2020
Q4 | $2.24M | Buy |
6,381
+80
| +1% | +$28.1K | 0.99% | 22 |
|
|
2020
Q3 | $1.96M | Buy |
6,301
+112
| +2% | +$34.9K | 1.02% | 22 |
|
|
2020
Q2 | $1.83M | Buy |
6,189
+61
| +1% | +$18K | 1.05% | 20 |
|
|
2020
Q1 | $1.53M | Buy |
6,128
+117
| +2% | +$29.2K | 1.08% | 22 |
|
|
2019
Q4 | $1.77M | Buy |
6,011
+1
| +0% | +$294 | 1% | 21 |
|
|
2019
Q3 | $1.31M | Buy |
6,010
+62
| +1% | +$13.5K | 0.87% | 29 |
|
|
2019
Q2 | $1.45M | Buy |
5,948
+22
| +0.4% | +$5.37K | 0.99% | 23 |
|
|
2019
Q1 | $1.47M | Hold |
5,926
| – | – | 0.94% | 23 |
|
|
2018
Q4 | $1.46M | Buy |
5,926
+1,267
| +27% | +$312K | 0.99% | 19 |
|
|
2018
Q3 | $1.23M | Buy |
4,659
+199
| +4% | +$52.7K | 0.76% | 30 |
|
|
2018
Q2 | $1.12M | Buy |
4,460
+141
| +3% | +$35.3K | 0.75% | 30 |
|
|
2018
Q1 | $970K | Sell |
4,319
-72
| -2% | -$16.2K | 0.74% | 30 |
|
|
2017
Q4 | $971K | Buy |
+4,391
| New | +$971K | 0.72% | 35 |
|