Sendero 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 | $1.95M | Buy |
6,239
+2,699
| +76% | +$842K | 0.24% | 66 |
|
|
2025
Q1 | $1.85M | Buy |
3,540
+663
| +23% | +$347K | 0.26% | 63 |
|
|
2024
Q4 | $1.46M | Buy |
2,877
+185
| +7% | +$93.6K | 0.22% | 70 |
|
|
2024
Q3 | $1.57M | Buy |
2,692
+37
| +1% | +$21.6K | 0.25% | 58 |
|
|
2024
Q2 | $1.35M | Buy |
2,655
+978
| +58% | +$498K | 0.23% | 61 |
|
|
2024
Q1 | $830K | Sell |
1,677
-890
| -35% | -$440K | 0.14% | 93 |
|
|
2023
Q4 | $1.35M | Buy |
2,567
+103
| +4% | +$54.2K | 0.25% | 67 |
|
|
2023
Q3 | $1.24M | Buy |
2,464
+27
| +1% | +$13.6K | 0.27% | 67 |
|
|
2023
Q2 | $1.17M | Sell |
2,437
-3,773
| -61% | -$1.81M | 0.26% | 72 |
|
|
2023
Q1 | $2.93M | Buy |
6,210
+607
| +11% | +$287K | 0.9% | 22 |
|
|
2022
Q4 | $2.97M | Sell |
5,603
-1,006
| -15% | -$533K | 1.06% | 10 |
|
|
2022
Q3 | $3.34M | Sell |
6,609
-384
| -5% | -$194K | 1.39% | 10 |
|
|
2022
Q2 | $3.59M | Buy |
6,993
+1,143
| +20% | +$587K | 3.44% | 7 |
|
|
2022
Q1 | $2.98M | Buy |
5,850
+22
| +0.4% | +$11.2K | 1.38% | 10 |
|
|
2021
Q4 | $2.93M | Buy |
+5,828
| New | +$2.93M | 1.3% | 13 |
|