Virginia 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 | – | Sell |
-691
| Closed | -$362K | – | 50 |
|
|
2025
Q1 | $362K | Sell |
691
-1,148
| -62% | -$601K | 0.22% | 46 |
|
|
2024
Q4 | $931K | Buy |
1,839
+1
| +0.1% | +$506 | 0.58% | 42 |
|
|
2024
Q3 | $1.07M | Buy |
1,838
+1
| +0.1% | +$585 | 0.67% | 41 |
|
|
2024
Q2 | $935K | Buy |
1,837
+2
| +0.1% | +$1.02K | 0.77% | 41 |
|
|
2024
Q1 | $908K | Buy |
1,835
+1
| +0.1% | +$495 | 0.74% | 42 |
|
|
2023
Q4 | $966K | Sell |
1,834
-68
| -4% | -$35.8K | 0.84% | 41 |
|
|
2023
Q3 | $959K | Sell |
1,902
-4
| -0.2% | -$2.02K | 0.65% | 46 |
|
|
2023
Q2 | $916K | Sell |
1,906
-12
| -0.6% | -$5.77K | 0.63% | 44 |
|
|
2023
Q1 | $906K | Buy |
1,918
+1
| +0.1% | +$472 | 0.62% | 48 |
|
|
2022
Q4 | $1.02M | Buy |
1,917
+16
| +0.8% | +$8.48K | 0.7% | 48 |
|
|
2022
Q3 | $960K | Buy |
1,901
+135
| +8% | +$68.2K | 0.72% | 49 |
|
|
2022
Q2 | $907K | Buy |
1,766
+61
| +4% | +$31.3K | 0.87% | 44 |
|
|
2022
Q1 | $909K | Buy |
1,705
+1
| +0.1% | +$533 | 0.81% | 46 |
|
|
2021
Q4 | $856K | Buy |
+1,704
| New | +$856K | 0.77% | 48 |
|