Valued 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 | $50.2K | Sell |
161
-7
| -4% | -$2.18K | 0.03% | 84 |
|
|
2025
Q1 | $87.8K | Sell |
168
-20
| -11% | -$10.5K | 0.05% | 64 |
|
|
2024
Q4 | $95.2K | Sell |
188
-18
| -9% | -$9.12K | 0.06% | 57 |
|
|
2024
Q3 | $121K | Buy |
206
+29
| +16% | +$17K | 0.08% | 44 |
|
|
2024
Q2 | $90.3K | Buy |
177
+3
| +2% | +$1.53K | 0.06% | 48 |
|
|
2024
Q1 | $86.1K | Buy |
174
+1
| +0.6% | +$495 | 0.06% | 44 |
|
|
2023
Q4 | $87.2K | Buy |
+173
| New | +$87.2K | 0.08% | 35 |
|