Ullmann Wealth Partners Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
964
-261
| -21% | -$81.5K | 0.04% | 117 |
|
|
2025
Q1 | $642K | Sell |
1,225
-190
| -13% | -$99.5K | 0.09% | 76 |
|
|
2024
Q4 | $716K | Buy |
1,415
+91
| +7% | +$46K | 0.09% | 75 |
|
|
2024
Q3 | $774K | Buy |
1,324
+117
| +10% | +$68.4K | 0.1% | 69 |
|
|
2024
Q2 | $615K | Buy |
1,207
+150
| +14% | +$76.4K | 0.09% | 66 |
|
|
2024
Q1 | $523K | Sell |
1,057
-101
| -9% | -$50K | 0.08% | 68 |
|
|
2023
Q4 | $610K | Buy |
1,158
+252
| +28% | +$133K | 0.1% | 58 |
|
|
2023
Q3 | $457K | Buy |
906
+118
| +15% | +$59.5K | 0.09% | 62 |
|
|
2023
Q2 | $379K | Buy |
788
+56
| +8% | +$26.9K | 0.08% | 70 |
|
|
2023
Q1 | $346K | Buy |
732
+64
| +10% | +$30.3K | 0.08% | 64 |
|
|
2022
Q4 | $354K | Sell |
668
-50
| -7% | -$26.5K | 0.09% | 57 |
|
|
2022
Q3 | $363K | Hold |
718
| – | – | 0.1% | 55 |
|
|
2022
Q2 | $369K | Hold |
718
| – | – | 0.1% | 59 |
|
|
2022
Q1 | $366K | Hold |
718
| – | – | 0.09% | 59 |
|
|
2021
Q4 | $361K | Buy |
718
+15
| +2% | +$7.54K | 0.1% | 62 |
|
|
2021
Q3 | $275K | Buy |
703
+116
| +20% | +$45.4K | 0.11% | 67 |
|
|
2021
Q2 | $235K | Hold |
587
| – | – | 0.1% | 72 |
|
|
2021
Q1 | $218K | Sell |
587
-5
| -0.8% | -$1.86K | 0.1% | 76 |
|
|
2020
Q4 | $208K | Sell |
592
-95
| -14% | -$33.4K | 0.1% | 67 |
|
|
2020
Q3 | $214K | Hold |
687
| – | – | 0.12% | 65 |
|
|
2020
Q2 | $203K | Sell |
687
-428
| -38% | -$126K | 0.13% | 65 |
|
|
2020
Q1 | $278K | Buy |
1,115
+79
| +8% | +$19.7K | 0.21% | 41 |
|
|
2019
Q4 | $304K | Sell |
1,036
-35
| -3% | -$10.3K | 0.18% | 46 |
|
|
2019
Q3 | $233K | Buy |
1,071
+36
| +3% | +$7.83K | 0.14% | 59 |
|
|
2019
Q2 | $252K | Sell |
1,035
-111
| -10% | -$27K | 0.16% | 57 |
|
|
2019
Q1 | $283K | Buy |
+1,146
| New | +$283K | 0.18% | 50 |
|
|
2017
Q2 | – | Sell |
-46
| Closed | -$7K | – | 169 |
|
|
2017
Q1 | $7K | Buy |
+46
| New | +$7K | 0.01% | 136 |
|