Quadrant Private Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
1,068
-72
| -6% | -$22.5K | 0.07% | 181 |
|
|
2025
Q1 | $597K | Sell |
1,140
-92
| -7% | -$48.2K | 0.15% | 121 |
|
|
2024
Q4 | $623K | Sell |
1,232
-26
| -2% | -$13.2K | 0.15% | 122 |
|
|
2024
Q3 | $736K | Buy |
1,258
+123
| +11% | +$71.9K | 0.18% | 114 |
|
|
2024
Q2 | $578K | Buy |
1,135
+29
| +3% | +$14.8K | 0.13% | 133 |
|
|
2024
Q1 | $547K | Buy |
1,106
+22
| +2% | +$10.9K | 0.14% | 127 |
|
|
2023
Q4 | $571K | Sell |
1,084
-96
| -8% | -$50.5K | 0.16% | 119 |
|
|
2023
Q3 | $595K | Sell |
1,180
-55
| -4% | -$27.7K | 0.2% | 98 |
|
|
2023
Q2 | $594K | Buy |
1,235
+169
| +16% | +$81.2K | 0.17% | 118 |
|
|
2023
Q1 | $504K | Buy |
1,066
+5
| +0.5% | +$2.36K | 0.16% | 125 |
|
|
2022
Q4 | $563K | Buy |
+1,061
| New | +$563K | 0.19% | 120 |
|
|
2022
Q2 | $429K | Sell |
836
-135
| -14% | -$69.3K | 0.18% | 112 |
|
|
2022
Q1 | $495K | Buy |
971
+25
| +3% | +$12.7K | 0.18% | 116 |
|
|
2021
Q4 | $475K | Sell |
946
-8
| -0.8% | -$4.02K | 0.18% | 126 |
|
|
2021
Q3 | $373K | Sell |
954
-1
| -0.1% | -$391 | 0.15% | 136 |
|
|
2021
Q2 | $382K | Sell |
955
-7
| -0.7% | -$2.8K | 0.15% | 131 |
|
|
2021
Q1 | $358K | Buy |
962
+62
| +7% | +$23.1K | 0.16% | 136 |
|
|
2020
Q4 | $316K | Buy |
900
+93
| +12% | +$32.7K | 0.14% | 138 |
|
|
2020
Q3 | $252K | Buy |
807
+42
| +5% | +$13.1K | 0.13% | 152 |
|
|
2020
Q2 | $226K | Buy |
+765
| New | +$226K | 0.13% | 155 |
|