Strategic Family Wealth Counselors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Buy |
1,969
+605
| +44% | +$189K | 0.18% | 80 |
|
|
2025
Q1 | $715K | Buy |
1,364
+25
| +2% | +$13.1K | 0.23% | 68 |
|
|
2024
Q4 | $678K | Buy |
1,339
+198
| +17% | +$100K | 0.22% | 69 |
|
|
2024
Q3 | $667K | Buy |
1,141
+31
| +3% | +$18.1K | 0.23% | 65 |
|
|
2024
Q2 | $565K | Hold |
1,110
| – | – | 0.22% | 66 |
|
|
2024
Q1 | $549K | Buy |
1,110
+10
| +0.9% | +$4.95K | 0.22% | 63 |
|
|
2023
Q4 | $579K | Sell |
1,100
-1
| -0.1% | -$527 | 0.24% | 59 |
|
|
2023
Q3 | $555K | Hold |
1,101
| – | – | 0.27% | 52 |
|
|
2023
Q2 | $529K | Hold |
1,101
| – | – | 0.24% | 54 |
|
|
2023
Q1 | $520K | Hold |
1,101
| – | – | 0.25% | 53 |
|
|
2022
Q4 | $584K | Hold |
1,101
| – | – | 0.29% | 54 |
|
|
2022
Q3 | $556K | Sell |
1,101
-18
| -2% | -$9.09K | 0.27% | 47 |
|
|
2022
Q2 | $575K | Buy |
1,119
+48
| +4% | +$24.7K | 0.28% | 48 |
|
|
2022
Q1 | $546K | Buy |
1,071
+58
| +6% | +$29.6K | 0.22% | 56 |
|
|
2021
Q4 | $509K | Hold |
1,013
| – | – | 0.16% | 60 |
|
|
2021
Q3 | $396K | Buy |
1,013
+3
| +0.3% | +$1.17K | 0.14% | 61 |
|
|
2021
Q2 | $405K | Buy |
1,010
+2
| +0.2% | +$802 | 0.13% | 56 |
|
|
2021
Q1 | $375K | Buy |
1,008
+3
| +0.3% | +$1.12K | 0.14% | 55 |
|
|
2020
Q4 | $352K | Buy |
1,005
+40
| +4% | +$14K | 0.18% | 59 |
|
|
2020
Q3 | $301K | Buy |
965
+7
| +0.7% | +$2.18K | 0.17% | 57 |
|
|
2020
Q2 | $283K | Hold |
958
| – | – | 0.18% | 60 |
|
|
2020
Q1 | $239K | Buy |
958
+170
| +22% | +$42.4K | 0.18% | 62 |
|
|
2019
Q4 | $232K | Buy |
+788
| New | +$232K | 0.19% | 58 |
|