TrueWealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Buy |
+1,364
| New | +$426K | 0.13% | 142 |
|
|
2024
Q2 | – | Sell |
-506
| Closed | -$251K | – | 233 |
|
|
2024
Q1 | $251K | Sell |
506
-354
| -41% | -$175K | 0.1% | 178 |
|
|
2023
Q4 | $453K | Buy |
860
+182
| +27% | +$95.8K | 0.18% | 95 |
|
|
2023
Q3 | $342K | Buy |
+678
| New | +$342K | 0.14% | 111 |
|