True Wealth Design’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
364
+177
| +95% | +$55.2K | 0.04% | 92 |
|
|
2025
Q1 | $98K | Buy |
187
+45
| +32% | +$23.6K | 0.04% | 95 |
|
|
2024
Q4 | $71.7K | Sell |
142
-65
| -31% | -$32.8K | 0.03% | 106 |
|
|
2024
Q3 | $121K | Buy |
207
+157
| +314% | +$91.8K | 0.05% | 49 |
|
|
2024
Q2 | $25.5K | Hold |
50
| – | – | 0.01% | 201 |
|
|
2024
Q1 | $24.7K | Sell |
50
-8
| -14% | -$3.96K | 0.01% | 200 |
|
|
2023
Q4 | $30.5K | Buy |
+58
| New | +$30.5K | 0.01% | 180 |
|