SteelPeak 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 | $3.14M | Buy |
10,070
+4,101
| +69% | +$1.28M | 0.12% | 128 |
|
|
2025
Q1 | $3.13M | Buy |
5,969
+3,125
| +110% | +$1.64M | 0.13% | 121 |
|
|
2024
Q4 | $1.44M | Buy |
2,844
+221
| +8% | +$112K | 0.06% | 200 |
|
|
2024
Q3 | $1.53M | Sell |
2,623
-3,356
| -56% | -$1.96M | 0.07% | 186 |
|
|
2024
Q2 | $3.04M | Buy |
5,979
+1,447
| +32% | +$737K | 0.14% | 113 |
|
|
2024
Q1 | $2.24M | Sell |
4,532
-6,410
| -59% | -$3.17M | 0.11% | 141 |
|
|
2023
Q4 | $5.76M | Buy |
10,942
+7,174
| +190% | +$3.78M | 0.33% | 76 |
|
|
2023
Q3 | $1.9M | Sell |
3,768
-177
| -4% | -$89.2K | 0.12% | 130 |
|
|
2023
Q2 | $1.9M | Buy |
3,945
+1,390
| +54% | +$668K | 0.11% | 118 |
|
|
2023
Q1 | $1.21M | Buy |
2,555
+625
| +32% | +$295K | 0.08% | 156 |
|
|
2022
Q4 | $1.02M | Buy |
1,930
+63
| +3% | +$33.4K | 0.08% | 170 |
|
|
2022
Q3 | $943K | Buy |
1,867
+400
| +27% | +$202K | 0.07% | 170 |
|
|
2022
Q2 | $753K | Sell |
1,467
-1,243
| -46% | -$638K | 0.05% | 201 |
|
|
2022
Q1 | $1.38M | Sell |
2,710
-796
| -23% | -$406K | 0.08% | 142 |
|
|
2021
Q4 | $1.76M | Buy |
3,506
+545
| +18% | +$274K | 0.1% | 121 |
|
|
2021
Q3 | $1.16M | Buy |
2,961
+1,494
| +102% | +$584K | 0.08% | 148 |
|
|
2021
Q2 | $588K | Buy |
1,467
+704
| +92% | +$282K | 0.04% | 240 |
|
|
2021
Q1 | $284K | Sell |
763
-238
| -24% | -$88.6K | 0.02% | 302 |
|
|
2020
Q4 | $351K | Buy |
1,001
+42
| +4% | +$14.7K | 0.03% | 244 |
|
|
2020
Q3 | $299K | Buy |
959
+220
| +30% | +$68.6K | 0.03% | 215 |
|
|
2020
Q2 | $218K | Buy |
+739
| New | +$218K | 0.03% | 220 |
|
|
2020
Q1 | – | Sell |
-692
| Closed | -$204K | – | 279 |
|
|
2019
Q4 | $204K | Buy |
+692
| New | +$204K | 0.03% | 235 |
|