Physician Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147K | Sell |
471
-82
| -15% | -$25.6K | 0.02% | 226 |
|
|
2025
Q1 | $290K | Sell |
553
-119
| -18% | -$62.3K | 0.05% | 141 |
|
|
2024
Q4 | $340K | Sell |
672
-7
| -1% | -$3.54K | 0.06% | 126 |
|
|
2024
Q3 | $378K | Sell |
679
-30
| -4% | -$16.7K | 0.07% | 113 |
|
|
2024
Q2 | $389K | Buy |
709
+14
| +2% | +$7.68K | 0.07% | 108 |
|
|
2024
Q1 | $326K | Buy |
695
+297
| +75% | +$139K | 0.07% | 122 |
|
|
2023
Q4 | $204K | Buy |
398
+5
| +1% | +$2.57K | 0.05% | 161 |
|
|
2023
Q3 | $207K | Buy |
+393
| New | +$207K | 0.05% | 142 |
|