SMART Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,900
| Closed | -$961K | – | 170 |
|
|
2024
Q4 | $961K | Sell |
1,900
-181
| -9% | -$91.6K | 0.34% | 75 |
|
|
2024
Q3 | $1.22M | Sell |
2,081
-166
| -7% | -$97.1K | 0.48% | 50 |
|
|
2024
Q2 | $1.14M | Buy |
2,247
+99
| +5% | +$50.4K | 0.46% | 49 |
|
|
2024
Q1 | $1.06M | Buy |
2,148
+196
| +10% | +$96.9K | 0.48% | 46 |
|
|
2023
Q4 | $1.03M | Buy |
1,952
+111
| +6% | +$58.4K | 0.56% | 37 |
|
|
2023
Q3 | $928K | Buy |
1,841
+10
| +0.5% | +$5.04K | 0.7% | 39 |
|
|
2023
Q2 | $880K | Sell |
1,831
-31
| -2% | -$14.9K | 0.66% | 41 |
|
|
2023
Q1 | $880K | Sell |
1,862
-86
| -4% | -$40.6K | 0.78% | 39 |
|
|
2022
Q4 | $1.03M | Buy |
+1,948
| New | +$1.03M | 0.78% | 36 |
|