Premier Path Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
3,924
-1,295
| -25% | -$404K | 0.17% | 139 |
|
|
2025
Q1 | $2.73M | Sell |
5,219
-326
| -6% | -$171K | 0.43% | 52 |
|
|
2024
Q4 | $2.81M | Sell |
5,545
-134
| -2% | -$67.8K | 0.43% | 50 |
|
|
2024
Q3 | $3.32M | Buy |
5,679
+322
| +6% | +$188K | 0.52% | 41 |
|
|
2024
Q2 | $2.73M | Sell |
5,357
-276
| -5% | -$141K | 0.46% | 46 |
|
|
2024
Q1 | $2.78M | Sell |
5,633
-302
| -5% | -$149K | 0.52% | 39 |
|
|
2023
Q4 | $3.1M | Buy |
+5,935
| New | +$3.1M | 0.69% | 32 |
|