Sterling Group 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 | – | Sell |
-604
| Closed | -$316K | – | 60 |
|
|
2025
Q1 | $316K | Hold |
604
| – | – | 0.17% | 43 |
|
|
2024
Q4 | $306K | Hold |
604
| – | – | 0.16% | 45 |
|
|
2024
Q3 | $353K | Hold |
604
| – | – | 0.19% | 39 |
|
|
2024
Q2 | $308K | Buy |
+604
| New | +$308K | 0.18% | 40 |
|
|
2024
Q1 | – | Sell |
-854
| Closed | -$450K | – | 42 |
|
|
2023
Q4 | $450K | Sell |
854
-9
| -1% | -$4.74K | 0.35% | 29 |
|
|
2023
Q3 | $435K | Hold |
863
| – | – | 0.41% | 28 |
|
|
2023
Q2 | $415K | Hold |
863
| – | – | 0.36% | 27 |
|
|
2023
Q1 | $408K | Buy |
863
+119
| +16% | +$56.2K | 0.38% | 29 |
|
|
2022
Q4 | $394K | Buy |
+744
| New | +$394K | 0.39% | 29 |
|