Rench 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 | $3.96M | Buy |
12,689
+1,403
| +12% | +$438K | 1.25% | 34 |
|
|
2025
Q1 | $5.91M | Buy |
11,286
+314
| +3% | +$164K | 2.04% | 20 |
|
|
2024
Q4 | $5.55M | Sell |
10,972
-423
| -4% | -$214K | 1.89% | 20 |
|
|
2024
Q3 | $6.66M | Buy |
11,395
+645
| +6% | +$377K | 2.29% | 15 |
|
|
2024
Q2 | $5.47M | Buy |
10,750
+346
| +3% | +$176K | 1.96% | 18 |
|
|
2024
Q1 | $5.15M | Buy |
10,404
+7,052
| +210% | +$3.49M | 1.97% | 18 |
|
|
2023
Q4 | $1.76M | Buy |
3,352
+1,562
| +87% | +$822K | 0.74% | 38 |
|
|
2023
Q3 | $903K | Buy |
1,790
+998
| +126% | +$503K | 0.41% | 38 |
|
|
2023
Q2 | $381K | Buy |
+792
| New | +$381K | 0.17% | 40 |
|