Provenance Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5K | Sell |
69
-794
| -92% | -$248K | ﹤0.01% | 258 |
|
|
2025
Q1 | $452K | Sell |
863
-1,768
| -67% | -$926K | 0.07% | 73 |
|
|
2024
Q4 | $1.33M | Buy |
2,631
+2,080
| +377% | +$1.05M | 0.17% | 36 |
|
|
2024
Q3 | $322K | Sell |
551
-13
| -2% | -$7.6K | 0.04% | 122 |
|
|
2024
Q2 | $287K | Sell |
564
-33
| -6% | -$16.8K | 0.04% | 118 |
|
|
2024
Q1 | $295K | Sell |
597
-15
| -2% | -$7.42K | 0.04% | 118 |
|
|
2023
Q4 | $322K | Buy |
612
+112
| +22% | +$59K | 0.04% | 107 |
|
|
2023
Q3 | $252K | Buy |
+500
| New | +$252K | 0.04% | 105 |
|