Stratos Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
4,687
+1,573
| +51% | +$491K | 0.08% | 264 |
|
|
2025
Q1 | $1.63M | Buy |
3,114
+629
| +25% | +$329K | 0.09% | 231 |
|
|
2024
Q4 | $1.26M | Sell |
2,485
-965
| -28% | -$488K | 0.06% | 292 |
|
|
2024
Q3 | $2.02M | Sell |
3,450
-36
| -1% | -$21.1K | 0.09% | 235 |
|
|
2024
Q2 | $1.78M | Sell |
3,486
-2,187
| -39% | -$1.11M | 0.09% | 225 |
|
|
2024
Q1 | $2.81M | Sell |
5,673
-921
| -14% | -$456K | 0.17% | 147 |
|
|
2023
Q4 | $3.47M | Buy |
6,594
+36
| +0.5% | +$19K | 0.2% | 149 |
|
|
2023
Q3 | $3.31M | Buy |
6,558
+1,948
| +42% | +$982K | 0.22% | 134 |
|
|
2023
Q2 | $2.22M | Buy |
4,610
+326
| +8% | +$157K | 0.16% | 175 |
|
|
2023
Q1 | $2.02M | Buy |
4,284
+28
| +0.7% | +$13.2K | 0.16% | 184 |
|
|
2022
Q4 | $2.26M | Sell |
4,256
-73
| -2% | -$38.7K | 0.19% | 150 |
|
|
2022
Q3 | $2.19M | Sell |
4,329
-728
| -14% | -$368K | 0.23% | 126 |
|
|
2022
Q2 | $2.6M | Sell |
5,057
-250
| -5% | -$128K | 0.24% | 112 |
|
|
2022
Q1 | $2.71M | Buy |
5,307
+944
| +22% | +$482K | 0.22% | 121 |
|
|
2021
Q4 | $2.19M | Buy |
4,363
+889
| +26% | +$446K | 0.16% | 173 |
|
|
2021
Q3 | $1.36M | Buy |
3,474
+845
| +32% | +$330K | 0.12% | 212 |
|
|
2021
Q2 | $1.05M | Buy |
2,629
+1,053
| +67% | +$422K | 0.09% | 234 |
|
|
2021
Q1 | $586K | Buy |
1,576
+830
| +111% | +$309K | 0.06% | 292 |
|
|
2020
Q4 | $262K | Sell |
746
-38
| -5% | -$13.3K | 0.04% | 336 |
|
|
2020
Q3 | $245K | Sell |
784
-37
| -5% | -$11.6K | 0.06% | 279 |
|
|
2020
Q2 | $242K | Buy |
+821
| New | +$242K | 0.07% | 242 |
|
|
2020
Q1 | – | Sell |
-833
| Closed | -$245K | – | 302 |
|
|
2019
Q4 | $245K | Sell |
833
-4,006
| -83% | -$1.18M | 0.14% | 143 |
|
|
2019
Q3 | $1.05M | Buy |
4,839
+276
| +6% | +$60K | 0.4% | 66 |
|
|
2019
Q2 | $1.11M | Sell |
4,563
-209
| -4% | -$51K | 0.44% | 58 |
|
|
2019
Q1 | $1.18M | Buy |
4,772
+271
| +6% | +$67K | 0.64% | 39 |
|
|
2018
Q4 | $1.12M | Buy |
+4,501
| New | +$1.12M | 0.75% | 31 |
|