U.S. Capital Wealth 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 | $11.5M | Buy |
36,711
+17,962
| +96% | +$5.6M | 0.33% | 69 |
|
|
2025
Q1 | $9.82M | Buy |
18,749
+7,279
| +63% | +$3.81M | 0.3% | 79 |
|
|
2024
Q4 | $5.8M | Sell |
11,470
-705
| -6% | -$357K | 0.18% | 137 |
|
|
2024
Q3 | $7.12M | Sell |
12,175
-2,134
| -15% | -$1.25M | 0.25% | 89 |
|
|
2024
Q2 | $7.29M | Buy |
14,309
+736
| +5% | +$375K | 0.28% | 81 |
|
|
2024
Q1 | $6.71M | Sell |
13,573
-1,022
| -7% | -$506K | 0.26% | 89 |
|
|
2023
Q4 | $7.68M | Buy |
14,595
+3,120
| +27% | +$1.64M | 0.3% | 75 |
|
|
2023
Q3 | $5.79M | Sell |
11,475
-324
| -3% | -$163K | 0.26% | 87 |
|
|
2023
Q2 | $5.67M | Buy |
11,799
+6
| +0.1% | +$2.88K | 0.27% | 91 |
|
|
2023
Q1 | $5.57M | Buy |
11,793
+367
| +3% | +$173K | 0.26% | 90 |
|
|
2022
Q4 | $6.06M | Buy |
11,426
+541
| +5% | +$287K | 0.28% | 80 |
|
|
2022
Q3 | $5.5M | Sell |
10,885
-9,401
| -46% | -$4.75M | 0.28% | 81 |
|
|
2022
Q2 | $10.4M | Sell |
20,286
-450
| -2% | -$231K | 0.46% | 38 |
|
|
2022
Q1 | $10.6M | Sell |
20,736
-102
| -0.5% | -$52K | 0.39% | 48 |
|
|
2021
Q4 | $10.5M | Sell |
20,838
-366
| -2% | -$184K | 0.41% | 54 |
|
|
2021
Q3 | $8.29M | Buy |
+21,204
| New | +$8.29M | 0.36% | 64 |
|