Walkner Condon Financial 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 | $256K | Sell |
822
-68
| -8% | -$21.2K | 0.05% | 237 |
|
|
2025
Q1 | $466K | Buy |
890
+36
| +4% | +$18.9K | 0.09% | 170 |
|
|
2024
Q4 | $432K | Buy |
854
+13
| +2% | +$6.58K | 0.09% | 178 |
|
|
2024
Q3 | $492K | Buy |
841
+68
| +9% | +$39.8K | 0.1% | 160 |
|
|
2024
Q2 | $394K | Buy |
773
+64
| +9% | +$32.6K | 0.09% | 170 |
|
|
2024
Q1 | $351K | Sell |
709
-38
| -5% | -$18.8K | 0.07% | 196 |
|
|
2023
Q4 | $393K | Buy |
747
+198
| +36% | +$104K | 0.09% | 179 |
|
|
2023
Q3 | $277K | Buy |
549
+66
| +14% | +$33.3K | 0.07% | 205 |
|
|
2023
Q2 | $232K | Sell |
483
-5
| -1% | -$2.4K | 0.06% | 216 |
|
|
2023
Q1 | $231K | Buy |
488
+99
| +25% | +$46.8K | 0.06% | 209 |
|
|
2022
Q4 | $206K | Buy |
+389
| New | +$206K | 0.06% | 221 |
|