Warren Street Wealth 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 | – | Sell |
-602
| Closed | -$315K | – | 139 |
|
|
2025
Q1 | $315K | Sell |
602
-229
| -28% | -$120K | 0.12% | 73 |
|
|
2024
Q4 | $420K | Sell |
831
-167
| -17% | -$84.5K | 0.17% | 62 |
|
|
2024
Q3 | $584K | Sell |
998
-5
| -0.5% | -$2.92K | 0.24% | 48 |
|
|
2024
Q2 | $511K | Buy |
1,003
+55
| +6% | +$28K | 0.25% | 49 |
|
|
2024
Q1 | $469K | Buy |
948
+54
| +6% | +$26.7K | 0.23% | 56 |
|
|
2023
Q4 | $471K | Buy |
894
+111
| +14% | +$58.4K | 0.27% | 50 |
|
|
2023
Q3 | $395K | Buy |
783
+73
| +10% | +$36.8K | 0.26% | 52 |
|
|
2023
Q2 | $341K | Buy |
710
+105
| +17% | +$50.5K | 0.23% | 55 |
|
|
2023
Q1 | $286K | Sell |
605
-29
| -5% | -$13.7K | 0.2% | 54 |
|
|
2022
Q4 | $336K | Buy |
634
+134
| +27% | +$71K | 0.27% | 48 |
|
|
2022
Q3 | $253K | Buy |
500
+107
| +27% | +$54.1K | 0.25% | 45 |
|
|
2022
Q2 | $202K | Buy |
+393
| New | +$202K | 0.2% | 52 |
|