Trajan 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 | $19.9M | Buy |
63,684
+19,065
| +43% | +$5.95M | 0.97% | 26 |
|
|
2025
Q1 | $23.4M | Buy |
44,619
+5,572
| +14% | +$2.92M | 1.28% | 20 |
|
|
2024
Q4 | $19.8M | Buy |
39,047
+4,747
| +14% | +$2.4M | 1.09% | 22 |
|
|
2024
Q3 | $20.1M | Sell |
34,300
-19,245
| -36% | -$11.3M | 1.18% | 22 |
|
|
2024
Q2 | $27.3M | Buy |
53,545
+1,566
| +3% | +$798K | 1.75% | 12 |
|
|
2024
Q1 | $25.7M | Buy |
+51,979
| New | +$25.7M | 1.74% | 11 |
|