Unique Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,427
| Closed | -$2M | – | 146 |
|
|
2024
Q3 | $2M | Buy |
3,427
+194
| +6% | +$113K | 0.46% | 42 |
|
|
2024
Q2 | $1.64M | Buy |
3,233
+364
| +13% | +$185K | 0.43% | 37 |
|
|
2024
Q1 | $1.43M | Buy |
2,869
+676
| +31% | +$336K | 0.4% | 37 |
|
|
2023
Q4 | $1.15M | Buy |
2,193
+281
| +15% | +$148K | 0.37% | 29 |
|
|
2023
Q3 | $964K | Buy |
1,912
+672
| +54% | +$339K | 0.4% | 28 |
|
|
2023
Q2 | $596K | Buy |
1,240
+204
| +20% | +$98K | 0.26% | 31 |
|
|
2023
Q1 | $490K | Buy |
1,036
+313
| +43% | +$148K | 0.24% | 31 |
|
|
2022
Q4 | $383K | Buy |
+723
| New | +$383K | 0.2% | 36 |
|