Semus Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $941K | Buy |
3,016
+540
| +22% | +$168K | 0.61% | 39 |
|
|
2025
Q1 | $1.3M | Buy |
2,476
+53
| +2% | +$27.8K | 0.9% | 28 |
|
|
2024
Q4 | $1.23M | Buy |
2,423
+121
| +5% | +$61.2K | 0.81% | 28 |
|
|
2024
Q3 | $1.35M | Buy |
2,302
+98
| +4% | +$57.3K | 0.94% | 26 |
|
|
2024
Q2 | $1.12M | Buy |
2,204
+347
| +19% | +$177K | 0.87% | 27 |
|
|
2024
Q1 | $919K | Sell |
1,857
-36
| -2% | -$17.8K | 0.77% | 27 |
|
|
2023
Q4 | $997K | Sell |
1,893
-16
| -0.8% | -$8.42K | 0.82% | 26 |
|
|
2023
Q3 | $962K | Buy |
1,909
+34
| +2% | +$17.1K | 0.9% | 22 |
|
|
2023
Q2 | $901K | Buy |
1,875
+490
| +35% | +$236K | 0.83% | 24 |
|
|
2023
Q1 | $655K | Buy |
1,385
+3
| +0.2% | +$1.42K | 0.7% | 33 |
|
|
2022
Q4 | $733K | Buy |
+1,382
| New | +$733K | 0.89% | 26 |
|