Wallace Advisory 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 | $1.18M | Buy |
2,254
+2
| +0.1% | +$1.05K | 0.86% | 31 |
|
|
2025
Q1 | $1.14M | Sell |
2,252
-507
| -18% | -$256K | 0.79% | 30 |
|
|
2024
Q4 | $1.61M | Sell |
2,759
-2
| -0.1% | -$1.17K | 1.11% | 18 |
|
|
2024
Q3 | $1.41M | Sell |
2,761
-27
| -1% | -$13.8K | 1.03% | 22 |
|
|
2024
Q2 | $1.42M | Buy |
2,788
+29
| +1% | +$14.8K | 1.02% | 22 |
|
|
2024
Q1 | $1.45M | Sell |
2,759
-115
| -4% | -$60.5K | 1.09% | 19 |
|
|
2023
Q4 | $1.45M | Buy |
2,874
+78
| +3% | +$39.3K | 1.13% | 19 |
|
|
2023
Q3 | $1.34M | Buy |
2,796
+134
| +5% | +$64.4K | 0.96% | 21 |
|
|
2023
Q2 | $1.26M | Hold |
2,662
| – | – | 0.96% | 22 |
|
|
2023
Q1 | $1.26M | Buy |
2,662
+830
| +45% | +$392K | 0.96% | 22 |
|
|
2022
Q4 | $971K | Buy |
+1,832
| New | +$971K | 0.77% | 27 |
|