Sax 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
Q2 | $220K | Buy |
706
+47
| +7% | +$14.7K | 0.01% | 399 |
|
|
2025
Q1 | $345K | Sell |
659
-31
| -4% | -$16.2K | 0.02% | 270 |
|
|
2024
Q4 | $349K | Buy |
690
+13
| +2% | +$6.57K | 0.03% | 241 |
|
|
2024
Q3 | $396K | Buy |
677
+225
| +50% | +$132K | 0.04% | 188 |
|
|
2024
Q2 | $230K | Buy |
+452
| New | +$230K | 0.02% | 248 |
|