StrongBox Wealth’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 |
-929
| Closed | -$487K | – | 87 |
|
|
2025
Q1 | $487K | Sell |
929
-37
| -4% | -$19.4K | 0.2% | 67 |
|
|
2024
Q4 | $489K | Sell |
966
-180
| -16% | -$91.1K | 0.21% | 63 |
|
|
2024
Q3 | $670K | Sell |
1,146
-1,266
| -52% | -$740K | 0.29% | 55 |
|
|
2024
Q2 | $1.23M | Sell |
2,412
-1,384
| -36% | -$705K | 0.58% | 41 |
|
|
2024
Q1 | $1.88M | Sell |
3,796
-514
| -12% | -$254K | 0.99% | 34 |
|
|
2023
Q4 | $2.27M | Sell |
4,310
-134
| -3% | -$70.5K | 1.32% | 28 |
|
|
2023
Q3 | $2.24M | Buy |
4,444
+228
| +5% | +$115K | 1.43% | 27 |
|
|
2023
Q2 | $2.03M | Buy |
4,216
+1,428
| +51% | +$686K | 1.28% | 30 |
|
|
2023
Q1 | $1.32M | Buy |
2,788
+759
| +37% | +$359K | 0.88% | 40 |
|
|
2022
Q4 | $1.08M | Buy |
2,029
+668
| +49% | +$354K | 0.76% | 45 |
|
|
2022
Q3 | $687K | Buy |
1,361
+185
| +16% | +$93.4K | 0.5% | 50 |
|
|
2022
Q2 | $604K | Buy |
1,176
+538
| +84% | +$276K | 0.39% | 57 |
|
|
2022
Q1 | $325K | Buy |
638
+4
| +0.6% | +$2.04K | 0.19% | 73 |
|
|
2021
Q4 | $318K | Buy |
634
+3
| +0.5% | +$1.51K | 0.16% | 86 |
|
|
2021
Q3 | $247K | Buy |
631
+28
| +5% | +$11K | 0.14% | 91 |
|
|
2021
Q2 | $241K | Buy |
603
+15
| +3% | +$6K | 0.14% | 94 |
|
|
2021
Q1 | $219K | Buy |
+588
| New | +$219K | 0.14% | 91 |
|