Smith Salley 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 | $2.12M | Buy |
6,794
+3,394
| +100% | +$1.06M | 0.12% | 111 |
|
|
2025
Q1 | $1.78M | Sell |
3,400
-203
| -6% | -$106K | 0.12% | 115 |
|
|
2024
Q4 | $1.82M | Sell |
3,603
-40
| -1% | -$20.2K | 0.12% | 110 |
|
|
2024
Q3 | $2.13M | Buy |
3,643
+892
| +32% | +$522K | 0.14% | 104 |
|
|
2024
Q2 | $1.4M | Buy |
2,751
+436
| +19% | +$222K | 0.1% | 117 |
|
|
2024
Q1 | $1.15M | Sell |
2,315
-767
| -25% | -$379K | 0.09% | 119 |
|
|
2023
Q4 | $1.62M | Buy |
3,082
+120
| +4% | +$63.2K | 0.1% | 116 |
|
|
2023
Q3 | $1.49M | Sell |
2,962
-203
| -6% | -$102K | 0.11% | 113 |
|
|
2023
Q2 | $1.52M | Buy |
3,165
+124
| +4% | +$59.6K | 0.11% | 113 |
|
|
2023
Q1 | $1.44M | Buy |
3,041
+64
| +2% | +$30.2K | 0.11% | 113 |
|
|
2022
Q4 | $1.58M | Buy |
2,977
+104
| +4% | +$55.1K | 0.14% | 109 |
|
|
2022
Q3 | $1.45M | Buy |
2,873
+19
| +0.7% | +$9.6K | 0.14% | 111 |
|
|
2022
Q2 | $1.47M | Buy |
2,854
+473
| +20% | +$243K | 0.13% | 117 |
|
|
2022
Q1 | $1.21M | Buy |
2,381
+384
| +19% | +$196K | 0.09% | 133 |
|
|
2021
Q4 | $1M | Sell |
1,997
-46
| -2% | -$23.1K | 0.07% | 149 |
|
|
2021
Q3 | $799K | Buy |
2,043
+163
| +9% | +$63.7K | 0.06% | 157 |
|
|
2021
Q2 | $753K | Buy |
1,880
+41
| +2% | +$16.4K | 0.06% | 158 |
|
|
2021
Q1 | $685K | Buy |
1,839
+549
| +43% | +$204K | 0.06% | 150 |
|
|
2020
Q4 | $452K | Buy |
1,290
+578
| +81% | +$203K | 0.05% | 161 |
|
|
2020
Q3 | $222K | Buy |
+712
| New | +$222K | 0.03% | 179 |
|
|
2020
Q2 | – | Sell |
-1,219
| Closed | -$304K | – | 197 |
|
|
2020
Q1 | $304K | Buy |
1,219
+500
| +70% | +$125K | 0.05% | 150 |
|
|
2019
Q4 | $211K | Buy |
+719
| New | +$211K | 0.03% | 191 |
|