Revisor 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 | $378K | Buy |
1,263
+126
| +11% | +$37.7K | 0.14% | 177 |
|
|
2025
Q1 | $595K | Buy |
+1,137
| New | +$595K | 0.26% | 75 |
|
|
2024
Q4 | – | Sell |
-376
| Closed | -$220K | – | 173 |
|
|
2024
Q3 | $220K | Buy |
+376
| New | +$220K | 0.14% | 163 |
|
|
2024
Q2 | – | Sell |
-469
| Closed | -$239K | – | 191 |
|
|
2024
Q1 | $239K | Buy |
469
+22
| +5% | +$11.2K | 0.11% | 166 |
|
|
2023
Q4 | $235K | Sell |
447
-1,044
| -70% | -$550K | 0.27% | 111 |
|
|
2023
Q3 | $752K | Buy |
1,491
+556
| +59% | +$280K | 0.64% | 33 |
|
|
2023
Q2 | $450K | Buy |
935
+59
| +7% | +$28.4K | 0.4% | 59 |
|
|
2023
Q1 | $414K | Buy |
+876
| New | +$414K | 0.38% | 65 |
|