Peterson Wealth Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
4,418
+87
| +2% | +$27.1K | 0.38% | 50 |
|
|
2025
Q1 | $2.27M | Buy |
4,331
+598
| +16% | +$313K | 0.7% | 44 |
|
|
2024
Q4 | $1.89M | Buy |
3,733
+63
| +2% | +$31.9K | 0.57% | 45 |
|
|
2024
Q3 | $2.15M | Buy |
3,670
+2,773
| +309% | +$1.62M | 0.69% | 41 |
|
|
2024
Q2 | $457K | Buy |
897
+9
| +1% | +$4.58K | 0.16% | 94 |
|
|
2024
Q1 | $439K | Buy |
888
+10
| +1% | +$4.95K | 0.16% | 92 |
|
|
2023
Q4 | $462K | Buy |
878
+14
| +2% | +$7.37K | 0.2% | 64 |
|
|
2023
Q3 | $435K | Buy |
864
+17
| +2% | +$8.57K | 0.33% | 48 |
|
|
2023
Q2 | $407K | Buy |
847
+7
| +0.8% | +$3.36K | 0.2% | 68 |
|
|
2023
Q1 | $397K | Buy |
840
+232
| +38% | +$110K | 0.2% | 72 |
|
|
2022
Q4 | $322K | Sell |
608
-4
| -0.7% | -$2.12K | 0.18% | 69 |
|
|
2022
Q3 | $309K | Buy |
612
+44
| +8% | +$22.2K | 0.22% | 71 |
|
|
2022
Q2 | $292K | Buy |
568
+21
| +4% | +$10.8K | 0.21% | 73 |
|
|
2022
Q1 | $279K | Buy |
547
+68
| +14% | +$34.7K | 0.17% | 78 |
|
|
2021
Q4 | $241K | Buy |
+479
| New | +$241K | 0.16% | 80 |
|