Private Client Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-629
| Closed | -$318K | – | 210 |
|
|
2024
Q4 | $318K | Buy |
629
+2
| +0.3% | +$1.01K | 0.17% | 118 |
|
|
2024
Q3 | $367K | Buy |
627
+10
| +2% | +$5.85K | 0.2% | 99 |
|
|
2024
Q2 | $314K | Sell |
617
-2
| -0.3% | -$1.02K | 0.2% | 95 |
|
|
2024
Q1 | $306K | Sell |
619
-23
| -4% | -$11.4K | 0.21% | 93 |
|
|
2023
Q4 | $338K | Buy |
+642
| New | +$338K | 0.28% | 94 |
|