Trueblood 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 | $914K | Sell |
2,931
-1,482
| -34% | -$462K | 0.38% | 87 |
|
|
2025
Q1 | $2.31M | Buy |
4,413
+16
| +0.4% | +$8.38K | 1.07% | 14 |
|
|
2024
Q4 | $2.22M | Sell |
4,397
-58
| -1% | -$29.3K | 1.1% | 15 |
|
|
2024
Q3 | $2.6M | Sell |
4,455
-39
| -0.9% | -$22.8K | 1.31% | 8 |
|
|
2024
Q2 | $2.29M | Sell |
4,494
-247
| -5% | -$126K | 1.29% | 8 |
|
|
2024
Q1 | $2.35M | Sell |
4,741
-484
| -9% | -$239K | 1.34% | 7 |
|
|
2023
Q4 | $2.75M | Buy |
+5,225
| New | +$2.75M | 1.73% | 5 |
|