Syntegra Private Wealth 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 | $534K | Buy |
1,711
+127
| +8% | +$39.6K | 0.05% | 89 |
|
|
2025
Q1 | $830K | Sell |
1,584
-1,149
| -42% | -$602K | 0.1% | 58 |
|
|
2024
Q4 | $1.38M | Sell |
2,733
-60
| -2% | -$30.4K | 0.16% | 44 |
|
|
2024
Q3 | $1.63M | Buy |
2,793
+45
| +2% | +$26.3K | 0.19% | 38 |
|
|
2024
Q2 | $1.4M | Buy |
2,748
+37
| +1% | +$18.8K | 0.18% | 40 |
|
|
2024
Q1 | $1.34M | Buy |
2,711
+22
| +0.8% | +$10.9K | 0.17% | 40 |
|
|
2023
Q4 | $1.42M | Buy |
2,689
+173
| +7% | +$91.1K | 0.2% | 33 |
|
|
2023
Q3 | $1.27M | Buy |
2,516
+66
| +3% | +$33.3K | 0.2% | 39 |
|
|
2023
Q2 | $1.18M | Buy |
2,450
+289
| +13% | +$139K | 0.18% | 40 |
|
|
2023
Q1 | $1.02M | Buy |
2,161
+17
| +0.8% | +$8.03K | 0.18% | 41 |
|
|
2022
Q4 | $1.14M | Buy |
+2,144
| New | +$1.14M | 0.23% | 34 |
|