Simplicity Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.95M | Buy |
19,077
+11,179
| +142% | +$3.49M | 0.25% | 93 |
|
|
2025
Q1 | $4.14M | Buy |
7,898
+5,655
| +252% | +$2.96M | 0.32% | 71 |
|
|
2024
Q4 | $1.13M | Sell |
2,243
-4,170
| -65% | -$2.11M | 0.24% | 79 |
|
|
2024
Q3 | $3.75M | Sell |
6,413
-37,306
| -85% | -$21.8M | 0.35% | 64 |
|
|
2024
Q2 | $22.3M | Buy |
43,719
+12,199
| +39% | +$6.21M | 0.5% | 35 |
|
|
2024
Q1 | $15.6M | Buy |
31,520
+29,615
| +1,555% | +$14.7M | 0.37% | 48 |
|
|
2023
Q4 | $1M | Buy |
+1,905
| New | +$1M | 0.39% | 46 |
|
|
2023
Q1 | – | Sell |
-401
| Closed | -$213K | – | 79 |
|
|
2022
Q4 | $213K | Buy |
+401
| New | +$213K | 0.19% | 65 |
|