ViaWealth’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.31M Sell
7,417
-582
-7% -$182K 1.37% 15
2025
Q1
$4.19M Buy
7,999
+757
+10% +$396K 2.59% 8
2024
Q4
$3.66M Sell
7,242
-136
-2% -$68.8K 2.21% 10
2024
Q3
$4.31M Sell
7,378
-646
-8% -$378K 2.51% 7
2024
Q2
$4.09M Sell
8,024
-264
-3% -$134K 2.53% 5
2024
Q1
$4.1M Sell
8,288
-174
-2% -$86.1K 2.56% 5
2023
Q4
$4.46M Sell
8,462
-1,014
-11% -$534K 3.06% 4
2023
Q3
$4.78M Buy
9,476
+173
+2% +$87.2K 3.51% 1
2023
Q2
$4.47M Buy
9,303
+102
+1% +$49K 3.34% 3
2023
Q1
$4.35M Buy
9,201
+126
+1% +$59.6K 3.45% 2
2022
Q4
$4.45M Buy
+9,075
New +$4.45M 3.66% 1