Private 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 | – | Sell |
-1,038
| Closed | -$544K | – | 175 |
|
|
2025
Q1 | $544K | Sell |
1,038
-572
| -36% | -$300K | 0.05% | 118 |
|
|
2024
Q4 | $814K | Sell |
1,610
-837
| -34% | -$423K | 0.06% | 101 |
|
|
2024
Q3 | $1.43M | Buy |
2,447
+300
| +14% | +$175K | 0.11% | 76 |
|
|
2024
Q2 | $1.09M | Buy |
2,147
+1,181
| +122% | +$601K | 0.08% | 88 |
|
|
2024
Q1 | $478K | Buy |
966
+500
| +107% | +$247K | 0.04% | 110 |
|
|
2023
Q4 | $245K | Hold |
466
| – | – | 0.02% | 148 |
|
|
2023
Q3 | $235K | Hold |
466
| – | – | 0.02% | 142 |
|
|
2023
Q2 | $224K | Hold |
466
| – | – | 0.02% | 149 |
|
|
2023
Q1 | $220K | Buy |
+466
| New | +$220K | 0.02% | 143 |
|