Phillips Wealth Planners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Sell |
1,758
-1,086
| -38% | -$334K | 0.49% | 68 |
|
|
2025
Q1 | $1.7M | Buy |
2,844
+77
| +3% | +$46.2K | 1.8% | 4 |
|
|
2024
Q4 | $1.44M | Buy |
2,767
+117
| +4% | +$60.9K | 1.44% | 9 |
|
|
2024
Q3 | $1.51M | Buy |
2,650
+120
| +5% | +$68.6K | 1.45% | 8 |
|
|
2024
Q2 | $1.27M | Buy |
2,530
+66
| +3% | +$33.1K | 1.34% | 12 |
|
|
2024
Q1 | $1.16M | Buy |
2,464
+63
| +3% | +$29.5K | 1.33% | 13 |
|
|
2023
Q4 | $1.24M | Sell |
2,401
-41
| -2% | -$21.2K | 1.49% | 9 |
|
|
2023
Q3 | $1.3M | Sell |
2,442
-15
| -0.6% | -$7.97K | 1.76% | 6 |
|
|
2023
Q2 | $1.18M | Sell |
2,457
-358
| -13% | -$172K | 1.55% | 10 |
|
|
2023
Q1 | $1.4M | Sell |
2,815
-21
| -0.7% | -$10.4K | 1.84% | 5 |
|
|
2022
Q4 | $1.4M | Buy |
+2,836
| New | +$1.4M | 2.45% | 4 |
|