Strait & Sound 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 |
-673
| Closed | -$353K | – | 151 |
|
|
2025
Q1 | $353K | Sell |
673
-708
| -51% | -$371K | 0.16% | 100 |
|
|
2024
Q4 | $699K | Buy |
1,381
+65
| +5% | +$32.9K | 0.32% | 64 |
|
|
2024
Q3 | $769K | Buy |
1,316
+213
| +19% | +$125K | 0.37% | 51 |
|
|
2024
Q2 | $562K | Buy |
1,103
+329
| +43% | +$168K | 0.29% | 59 |
|
|
2024
Q1 | $342K | Buy |
774
+111
| +17% | +$49K | 0.19% | 87 |
|
|
2023
Q4 | $348K | Buy |
663
+16
| +2% | +$8.4K | 0.22% | 81 |
|
|
2023
Q3 | $326K | Buy |
647
+36
| +6% | +$18.2K | 0.28% | 82 |
|
|
2023
Q2 | $294K | Sell |
611
-222
| -27% | -$107K | 0.29% | 75 |
|
|
2023
Q1 | $394K | Buy |
833
+15
| +2% | +$7.09K | 0.39% | 61 |
|
|
2022
Q4 | $397K | Buy |
+818
| New | +$397K | 0.43% | 60 |
|