Private Wealth Management Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Buy |
352
+21
| +6% | +$6.55K | 0.04% | 112 |
|
|
2025
Q1 | $173K | Sell |
331
-18
| -5% | -$9.43K | 0.06% | 85 |
|
|
2024
Q4 | $177K | Buy |
349
+17
| +5% | +$8.6K | 0.07% | 83 |
|
|
2024
Q3 | $194K | Sell |
332
-5
| -1% | -$2.92K | 0.08% | 77 |
|
|
2024
Q2 | $172K | Sell |
337
-37
| -10% | -$18.8K | 0.07% | 81 |
|
|
2024
Q1 | $185K | Sell |
374
-24
| -6% | -$11.9K | 0.08% | 73 |
|
|
2023
Q4 | $210K | Buy |
+398
| New | +$210K | 0.1% | 62 |
|