UP Strategic Wealth Investment 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 | $688K | Sell |
2,204
-214
| -9% | -$66.8K | 0.54% | 30 |
|
|
2025
Q1 | $1.27M | Buy |
2,418
+214
| +10% | +$112K | 1.13% | 15 |
|
|
2024
Q4 | $1.11M | Sell |
2,204
-202
| -8% | -$102K | 1.11% | 17 |
|
|
2024
Q3 | $1.41M | Buy |
2,406
+169
| +8% | +$98.8K | 1.57% | 13 |
|
|
2024
Q2 | $1.14M | Buy |
2,237
+5
| +0.2% | +$2.55K | 1.73% | 13 |
|
|
2024
Q1 | $1.1M | Hold |
2,232
| – | – | 1.81% | 12 |
|
|
2023
Q4 | $1.18M | Buy |
+2,232
| New | +$1.18M | 2.14% | 11 |
|