Shakespeare 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 |
-447
| Closed | -$234K | – | 100 |
|
|
2025
Q1 | $234K | Buy |
447
+3
| +0.7% | +$1.57K | 0.06% | 93 |
|
|
2024
Q4 | $225K | Buy |
444
+9
| +2% | +$4.55K | 0.06% | 92 |
|
|
2024
Q3 | $254K | Buy |
435
+30
| +7% | +$17.5K | 0.07% | 85 |
|
|
2024
Q2 | $206K | Buy |
+405
| New | +$206K | 0.06% | 87 |
|
|
2024
Q1 | – | Sell |
-402
| Closed | -$211K | – | 89 |
|
|
2023
Q4 | $211K | Sell |
402
-5
| -1% | -$2.63K | 0.07% | 81 |
|
|
2023
Q3 | $205K | Buy |
+407
| New | +$205K | 0.07% | 77 |
|
|
2023
Q1 | – | Sell |
-395
| Closed | -$210K | – | 79 |
|
|
2022
Q4 | $210K | Buy |
+395
| New | +$210K | 0.08% | 73 |
|