Vermillion & White Wealth Management 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 | $172K | Buy |
552
+3
| +0.5% | +$937 | 0.11% | 61 |
|
|
2025
Q1 | $288K | Buy |
549
+2
| +0.4% | +$1.05K | 0.21% | 45 |
|
|
2024
Q4 | $277K | Buy |
547
+150
| +38% | +$75.9K | 0.2% | 53 |
|
|
2024
Q3 | $232K | Sell |
397
-816
| -67% | -$477K | 0.17% | 57 |
|
|
2024
Q2 | $618K | Buy |
1,213
+2
| +0.2% | +$1.02K | 0.47% | 36 |
|
|
2024
Q1 | $599K | Buy |
1,211
+70
| +6% | +$34.6K | 0.48% | 35 |
|
|
2023
Q4 | $601K | Buy |
+1,141
| New | +$601K | 0.58% | 26 |
|