Principle 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 | $4.29M | Buy |
13,744
+6,130
| +81% | +$1.91M | 0.27% | 77 |
|
|
2025
Q1 | $3.99M | Buy |
7,614
+92
| +1% | +$48.2K | 0.29% | 81 |
|
|
2024
Q4 | $3.81M | Sell |
7,522
-40
| -0.5% | -$20.2K | 0.27% | 85 |
|
|
2024
Q3 | $4.42M | Sell |
7,562
-38
| -0.5% | -$22.2K | 0.31% | 74 |
|
|
2024
Q2 | $3.87M | Buy |
7,600
+50
| +0.7% | +$25.5K | 0.29% | 82 |
|
|
2024
Q1 | $3.74M | Buy |
7,550
+20
| +0.3% | +$9.89K | 0.29% | 82 |
|
|
2023
Q4 | $3.96M | Buy |
7,530
+119
| +2% | +$62.6K | 0.34% | 74 |
|
|
2023
Q3 | $3.74M | Buy |
7,411
+173
| +2% | +$87.2K | 0.38% | 67 |
|
|
2023
Q2 | $3.48M | Sell |
7,238
-41
| -0.6% | -$19.7K | 0.35% | 64 |
|
|
2023
Q1 | $3.44M | Buy |
7,279
+562
| +8% | +$266K | 0.37% | 65 |
|
|
2022
Q4 | $3.56M | Sell |
6,717
-105
| -2% | -$55.7K | 0.4% | 63 |
|
|
2022
Q3 | $3.45K | Sell |
6,822
-66
| -1% | -$33 | 0.32% | 56 |
|
|
2022
Q2 | $3.54M | Buy |
6,888
+41
| +0.6% | +$21.1K | 0.43% | 57 |
|
|
2022
Q1 | $3.49M | Hold |
6,847
| – | – | 0.37% | 64 |
|
|
2021
Q4 | $3.44M | Buy |
6,847
+142
| +2% | +$71.3K | 0.36% | 63 |
|
|
2021
Q3 | $2.62M | Buy |
6,705
+200
| +3% | +$78.2K | 0.3% | 72 |
|
|
2021
Q2 | $2.61M | Buy |
6,505
+35
| +0.5% | +$14K | 0.3% | 74 |
|
|
2021
Q1 | $2.41M | Hold |
6,470
| – | – | 0.28% | 73 |
|
|
2020
Q4 | $2.27M | Buy |
6,470
+725
| +13% | +$254K | 0.3% | 71 |
|
|
2020
Q3 | $1.79M | Buy |
5,745
+26
| +0.5% | +$8.11K | 0.5% | 35 |
|
|
2020
Q2 | $1.69M | Buy |
5,719
+29
| +0.5% | +$8.55K | 0.5% | 36 |
|
|
2020
Q1 | $1.42M | Buy |
5,690
+1,949
| +52% | +$486K | 0.53% | 35 |
|
|
2019
Q4 | $1.1M | Hold |
3,741
| – | – | 0.35% | 52 |
|
|
2019
Q3 | $813K | Buy |
3,741
+519
| +16% | +$113K | 0.28% | 64 |
|
|
2019
Q2 | $786K | Buy |
3,222
+461
| +17% | +$112K | 0.4% | 48 |
|
|
2019
Q1 | $683K | Buy |
2,761
+356
| +15% | +$88.1K | 0.39% | 50 |
|
|
2018
Q4 | $599K | Buy |
+2,405
| New | +$599K | 0.5% | 47 |
|