Quotient 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 | $749K | Sell |
2,400
-764
| -24% | -$238K | 0.02% | 141 |
|
|
2025
Q1 | $1.66M | Sell |
3,164
-410
| -11% | -$215K | 0.05% | 81 |
|
|
2024
Q4 | $1.81M | Sell |
3,574
-234
| -6% | -$118K | 0.06% | 66 |
|
|
2024
Q3 | $2.23M | Buy |
3,808
+274
| +8% | +$160K | 0.07% | 62 |
|
|
2024
Q2 | $1.8M | Buy |
3,534
+713
| +25% | +$363K | 0.06% | 69 |
|
|
2024
Q1 | $1.4M | Buy |
2,821
+571
| +25% | +$282K | 0.05% | 94 |
|
|
2023
Q4 | $1.18M | Buy |
+2,250
| New | +$1.18M | 0.05% | 104 |
|