Soltis Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.57M | Buy |
27,465
+6,437
| +31% | +$2.01M | 0.67% | 27 |
|
|
2025
Q1 | $11M | Sell |
21,028
-416
| -2% | -$218K | 0.98% | 19 |
|
|
2024
Q4 | $10.8M | Buy |
21,444
+3,148
| +17% | +$1.59M | 1% | 18 |
|
|
2024
Q3 | $10.7M | Sell |
18,296
-624
| -3% | -$365K | 1.05% | 16 |
|
|
2024
Q2 | $9.64M | Buy |
18,920
+3,910
| +26% | +$1.99M | 1.02% | 16 |
|
|
2024
Q1 | $7.43M | Buy |
15,010
+7,244
| +93% | +$3.58M | 0.83% | 27 |
|
|
2023
Q4 | $4.09M | Buy |
7,766
+133
| +2% | +$70K | 0.46% | 71 |
|
|
2023
Q3 | $3.85M | Buy |
7,633
+2,872
| +60% | +$1.45M | 0.5% | 58 |
|
|
2023
Q2 | $2.29M | Buy |
4,761
+224
| +5% | +$108K | 0.27% | 98 |
|
|
2023
Q1 | $2.14M | Buy |
4,537
+36
| +0.8% | +$17K | 0.27% | 104 |
|
|
2022
Q4 | $2.39M | Buy |
4,501
+571
| +15% | +$303K | 0.31% | 87 |
|
|
2022
Q3 | $1.99M | Buy |
3,930
+338
| +9% | +$171K | 0.3% | 84 |
|
|
2022
Q2 | $1.85M | Buy |
3,592
+1,851
| +106% | +$951K | 0.27% | 94 |
|
|
2022
Q1 | $888K | Buy |
1,741
+65
| +4% | +$33.2K | 0.12% | 132 |
|
|
2021
Q4 | $841K | Buy |
1,676
+16
| +1% | +$8.03K | 0.12% | 133 |
|
|
2021
Q3 | $649K | Sell |
1,660
-500
| -23% | -$195K | 0.1% | 144 |
|
|
2021
Q2 | $865K | Buy |
2,160
+951
| +79% | +$381K | 0.14% | 122 |
|
|
2021
Q1 | $450K | Sell |
1,209
-28
| -2% | -$10.4K | 0.08% | 159 |
|
|
2020
Q4 | $434K | Buy |
+1,237
| New | +$434K | 0.08% | 157 |
|