Thrive Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Buy |
2,046
+327
| +19% | +$102K | 0.1% | 104 |
|
|
2025
Q1 | $900K | Sell |
1,719
-79
| -4% | -$41.4K | 0.17% | 79 |
|
|
2024
Q4 | $910K | Sell |
1,798
-126
| -7% | -$63.7K | 0.16% | 74 |
|
|
2024
Q3 | $1.12M | Buy |
1,924
+78
| +4% | +$45.6K | 0.21% | 61 |
|
|
2024
Q2 | $940K | Buy |
1,846
+65
| +4% | +$33.1K | 0.18% | 67 |
|
|
2024
Q1 | $881K | Buy |
1,781
+181
| +11% | +$89.6K | 0.18% | 69 |
|
|
2023
Q4 | $843K | Sell |
1,600
-20
| -1% | -$10.5K | 0.19% | 72 |
|
|
2023
Q3 | $817K | Sell |
1,620
-29
| -2% | -$14.6K | 0.22% | 64 |
|
|
2023
Q2 | $793K | Buy |
1,649
+144
| +10% | +$69.2K | 0.21% | 69 |
|
|
2023
Q1 | $711K | Sell |
1,505
-5
| -0.3% | -$2.36K | 0.18% | 70 |
|
|
2022
Q4 | $800K | Buy |
1,510
+311
| +26% | +$165K | 0.23% | 54 |
|
|
2022
Q3 | $606K | Buy |
1,199
+33
| +3% | +$16.7K | 0.21% | 70 |
|
|
2022
Q2 | $599K | Buy |
1,166
+92
| +9% | +$47.3K | 0.21% | 63 |
|
|
2022
Q1 | $548K | Buy |
1,074
+109
| +11% | +$55.6K | 0.16% | 72 |
|
|
2021
Q4 | $485K | Buy |
+965
| New | +$485K | 0.17% | 77 |
|