TruWealth 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 | – | Sell |
-497
| Closed | -$260K | – | 179 |
|
|
2025
Q1 | $260K | Sell |
497
-9
| -2% | -$4.71K | 0.02% | 135 |
|
|
2024
Q4 | $256K | Sell |
506
-58
| -10% | -$29.4K | 0.02% | 137 |
|
|
2024
Q3 | $330K | Sell |
564
-51
| -8% | -$29.8K | 0.02% | 120 |
|
|
2024
Q2 | $313K | Sell |
615
-24,005
| -98% | -$12.2M | 0.02% | 128 |
|
|
2024
Q1 | $12.2M | Sell |
24,620
-10,145
| -29% | -$5.02M | 0.85% | 37 |
|
|
2023
Q4 | $18.3M | Sell |
34,765
-239
| -0.7% | -$126K | 1.4% | 24 |
|
|
2023
Q3 | $17.6M | Buy |
35,004
+859
| +3% | +$433K | 1.52% | 23 |
|
|
2023
Q2 | $16.4M | Buy |
34,145
+496
| +1% | +$238K | 1.41% | 25 |
|
|
2023
Q1 | $15.9M | Buy |
33,649
+1,877
| +6% | +$887K | 1.46% | 22 |
|
|
2022
Q4 | $16.8M | Buy |
31,772
+229
| +0.7% | +$121K | 1.64% | 16 |
|
|
2022
Q3 | $15.9M | Buy |
31,543
+799
| +3% | +$404K | 1.69% | 17 |
|
|
2022
Q2 | $15.8M | Buy |
30,744
+6,425
| +26% | +$3.3M | 1.69% | 17 |
|
|
2022
Q1 | $12.4M | Sell |
24,319
-1,226
| -5% | -$625K | 1.29% | 22 |
|
|
2021
Q4 | $12.8M | Buy |
25,545
+775
| +3% | +$389K | 1.3% | 21 |
|
|
2021
Q3 | $9.68M | Buy |
24,770
+269
| +1% | +$105K | 1.08% | 27 |
|
|
2021
Q2 | $9.81M | Buy |
24,501
+686
| +3% | +$275K | 1.15% | 24 |
|
|
2021
Q1 | $8.86M | Buy |
23,815
+1,376
| +6% | +$512K | 1.2% | 22 |
|
|
2020
Q4 | $7.87M | Buy |
+22,439
| New | +$7.87M | 1.17% | 24 |
|