Strategic Wealth Investment Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8K | Buy |
+54
| New | +$16.8K | 0.02% | 80 |
|
|
2025
Q1 | – | Sell |
-15,523
| Closed | -$7.85M | – | 114 |
|
|
2024
Q4 | $7.85M | Sell |
15,523
-1,392
| -8% | -$704K | 0.87% | 40 |
|
|
2024
Q3 | $9.87M | Buy |
16,915
+4,533
| +37% | +$2.64M | 1.06% | 40 |
|
|
2024
Q2 | $6.12M | Buy |
+12,382
| New | +$6.12M | 0.77% | 51 |
|
|
2023
Q4 | $616K | Buy |
+1,169
| New | +$616K | 0.09% | 70 |
|
|
2023
Q3 | – | Sell |
-629
| Closed | -$302K | – | 111 |
|
|
2023
Q2 | $302K | Buy |
629
+13
| +2% | +$6.25K | 0.05% | 100 |
|
|
2023
Q1 | $291K | Buy |
616
+24
| +4% | +$11.3K | 0.05% | 108 |
|
|
2022
Q4 | $282K | Sell |
592
-32
| -5% | -$15.2K | 0.07% | 99 |
|
|
2022
Q3 | $315K | Buy |
624
+64
| +11% | +$32.3K | 0.09% | 80 |
|
|
2022
Q2 | $288K | Sell |
560
-5
| -0.9% | -$2.57K | 0.07% | 109 |
|
|
2022
Q1 | $288K | Sell |
565
-189
| -25% | -$96.3K | 0.07% | 77 |
|
|
2021
Q4 | $379K | Buy |
+754
| New | +$379K | 0.1% | 65 |
|