Peloton Wealth Strategists’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
11,580
+1,260
| +12% | +$393K | 1.45% | 25 |
|
|
2025
Q1 | $5.41M | Buy |
10,320
+147
| +1% | +$77K | 2.26% | 15 |
|
|
2024
Q4 | $5.15M | Sell |
10,173
-115
| -1% | -$58.2K | 2.08% | 15 |
|
|
2024
Q3 | $6.02M | Buy |
10,288
+5
| +0% | +$2.92K | 2.39% | 13 |
|
|
2024
Q2 | $5.24M | Sell |
10,283
-210
| -2% | -$107K | 2.15% | 17 |
|
|
2024
Q1 | $5.19M | Buy |
10,493
+1,203
| +13% | +$595K | 2.11% | 17 |
|
|
2023
Q4 | $4.89M | Buy |
9,290
+150
| +2% | +$79K | 2.12% | 15 |
|
|
2023
Q3 | $4.61M | Buy |
9,140
+165
| +2% | +$83.2K | 2.12% | 15 |
|
|
2023
Q2 | $4.31M | Buy |
8,975
+110
| +1% | +$52.9K | 1.91% | 18 |
|
|
2023
Q1 | $4.19M | Sell |
8,865
-100
| -1% | -$47.3K | 1.91% | 18 |
|
|
2022
Q4 | $4.75M | Sell |
8,965
-96
| -1% | -$50.9K | 2.29% | 15 |
|
|
2022
Q3 | $4.58M | Sell |
9,061
-55
| -0.6% | -$27.8K | 2.38% | 13 |
|
|
2022
Q2 | $4.68M | Sell |
9,116
-375
| -4% | -$193K | 2.28% | 13 |
|
|
2022
Q1 | $4.89M | Sell |
9,491
-100
| -1% | -$51.5K | 2.04% | 16 |
|
|
2021
Q4 | $4.82M | Buy |
9,591
+345
| +4% | +$173K | 1.93% | 19 |
|
|
2021
Q3 | $3.61M | Buy |
9,246
+2,980
| +48% | +$1.16M | 1.48% | 29 |
|
|
2021
Q2 | $2.51M | Buy |
6,266
+1,516
| +32% | +$607K | 1.04% | 44 |
|
|
2021
Q1 | $1.77M | Buy |
+4,750
| New | +$1.77M | 0.83% | 44 |
|