Spire 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 | $5.17M | Sell |
16,594
-14,620
| -47% | -$4.55M | 0.19% | 103 |
|
|
2025
Q1 | $16.3M | Sell |
31,214
-119
| -0.4% | -$62.3K | 0.52% | 39 |
|
|
2024
Q4 | $15.9M | Buy |
+31,333
| New | +$15.9M | 0.49% | 42 |
|
|
2024
Q3 | – | Sell |
-24
| Closed | -$12 | – | 2272 |
|
|
2024
Q2 | $12 | Hold |
24
| – | – | ﹤0.01% | 2199 |
|
|
2024
Q1 | $11.9M | Buy |
24
+2
| +9% | +$989K | 0.22% | 88 |
|
|
2023
Q4 | $11.6K | Buy |
22
+3
| +16% | +$1.58K | ﹤0.01% | 1714 |
|
|
2023
Q3 | $9.58K | Buy |
+19
| New | +$9.58K | ﹤0.01% | 1748 |
|
|
2022
Q2 | – | Sell |
-56,485
| Closed | -$28.8M | – | 2834 |
|
|
2022
Q1 | $28.8M | Sell |
56,485
-3,857
| -6% | -$1.97M | 0.77% | 23 |
|
|
2021
Q4 | $30.5M | Buy |
60,342
+7,726
| +15% | +$3.9M | 0.68% | 27 |
|
|
2021
Q3 | $20.6M | Buy |
52,616
+3,078
| +6% | +$1.2M | 0.55% | 39 |
|
|
2021
Q2 | $19.9M | Sell |
49,538
-3,451
| -7% | -$1.39M | 0.54% | 39 |
|
|
2021
Q1 | $19.5M | Buy |
+52,989
| New | +$19.5M | 0.52% | 39 |
|