Quantum Private Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,792
| Closed | -$1.05M | – | 193 |
|
|
2024
Q3 | $1.05M | Hold |
1,792
| – | – | 0.35% | 55 |
|
|
2024
Q2 | $913K | Sell |
1,792
-148
| -8% | -$75.4K | 0.32% | 62 |
|
|
2024
Q1 | $960K | Sell |
1,940
-174
| -8% | -$86.1K | 0.36% | 62 |
|
|
2023
Q4 | $1.11M | Sell |
2,114
-100
| -5% | -$52.6K | 0.47% | 51 |
|
|
2023
Q3 | $1.12M | Sell |
2,214
-15
| -0.7% | -$7.56K | 0.53% | 41 |
|
|
2023
Q2 | $1.07M | Buy |
2,229
+29
| +1% | +$13.9K | 0.5% | 39 |
|
|
2023
Q1 | $1.04M | Sell |
2,200
-48
| -2% | -$22.7K | 0.56% | 37 |
|
|
2022
Q4 | $1.19M | Hold |
2,248
| – | – | 0.76% | 26 |
|
|
2022
Q3 | $1.14M | Hold |
2,248
| – | – | 0.71% | 28 |
|
|
2022
Q2 | $1.15M | Buy |
2,248
+5
| +0.2% | +$2.57K | 0.68% | 30 |
|
|
2022
Q1 | $1.14M | Hold |
2,243
| – | – | 0.49% | 39 |
|
|
2021
Q4 | $1.13M | Buy |
+2,243
| New | +$1.13M | 0.43% | 48 |
|