San Luis Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-956
| Closed | -$484K | – | 161 |
|
|
2024
Q4 | $484K | Sell |
956
-6,035
| -86% | -$3.06M | 0.09% | 97 |
|
|
2024
Q3 | $4.09M | Sell |
6,991
-834
| -11% | -$488K | 0.84% | 34 |
|
|
2024
Q2 | $3.99M | Buy |
7,825
+834
| +12% | +$425K | 0.96% | 31 |
|
|
2024
Q1 | $3.46M | Buy |
6,991
+540
| +8% | +$267K | 1.82% | 16 |
|
|
2023
Q4 | $3.4M | Buy |
6,451
+340
| +6% | +$179K | 1.43% | 20 |
|
|
2023
Q3 | $3.08M | Sell |
6,111
-6
| -0.1% | -$3.03K | 1.48% | 19 |
|
|
2023
Q2 | $2.94M | Sell |
6,117
-949
| -13% | -$456K | 1.04% | 21 |
|
|
2023
Q1 | $3.34M | Buy |
7,066
+846
| +14% | +$400K | 1.28% | 18 |
|
|
2022
Q4 | $3.3M | Buy |
6,220
+795
| +15% | +$422K | 3.08% | 8 |
|
|
2022
Q3 | $2.74M | Buy |
5,425
+610
| +13% | +$308K | 2.87% | 8 |
|
|
2022
Q2 | $2.47M | Buy |
4,815
+1,217
| +34% | +$625K | 2.84% | 11 |
|
|
2022
Q1 | $1.81M | Sell |
3,598
-2
| -0.1% | -$1K | 0.88% | 25 |
|
|
2021
Q4 | $1.81M | Buy |
3,600
+466
| +15% | +$234K | 1.84% | 14 |
|
|
2021
Q3 | $1.23M | Buy |
+3,134
| New | +$1.23M | 0.68% | 43 |
|