Salvus 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 | – | Sell |
-848
| Closed | -$444K | – | 130 |
|
|
2025
Q1 | $444K | Buy |
848
+13
| +2% | +$6.81K | 0.28% | 89 |
|
|
2024
Q4 | $422K | Sell |
835
-234
| -22% | -$118K | 0.27% | 89 |
|
|
2024
Q3 | $625K | Buy |
1,069
+60
| +6% | +$35.1K | 0.38% | 70 |
|
|
2024
Q2 | $514K | Buy |
1,009
+106
| +12% | +$54K | 0.35% | 73 |
|
|
2024
Q1 | $447K | Sell |
903
-19
| -2% | -$9.4K | 0.31% | 79 |
|
|
2023
Q4 | $485K | Hold |
922
| – | – | 0.35% | 72 |
|
|
2023
Q3 | $465K | Buy |
922
+65
| +8% | +$32.8K | 0.37% | 74 |
|
|
2023
Q2 | $412K | Buy |
857
+20
| +2% | +$9.61K | 0.32% | 80 |
|
|
2023
Q1 | $396K | Buy |
837
+36
| +4% | +$17K | 0.32% | 81 |
|
|
2022
Q4 | $425K | Sell |
801
-40
| -5% | -$21.2K | 0.39% | 66 |
|
|
2022
Q3 | $425K | Buy |
841
+21
| +3% | +$10.6K | 0.4% | 63 |
|
|
2022
Q2 | $421K | Buy |
820
+38
| +5% | +$19.5K | 0.38% | 67 |
|
|
2022
Q1 | $399K | Buy |
782
+149
| +24% | +$76K | 0.3% | 77 |
|
|
2021
Q4 | $318K | Sell |
633
-266
| -30% | -$134K | 0.23% | 83 |
|
|
2021
Q3 | $351K | Buy |
899
+126
| +16% | +$49.2K | 0.29% | 74 |
|
|
2021
Q2 | $313K | Buy |
773
+218
| +39% | +$88.3K | 0.26% | 75 |
|
|
2021
Q1 | $203K | Buy |
+555
| New | +$203K | 0.19% | 81 |
|