Warther Private Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32M | Buy |
+102,597
| New | +$32M | 8.33% | 2 |
|
|
2024
Q4 | – | Sell |
-596
| Closed | -$348K | – | 87 |
|
|
2024
Q3 | $348K | Sell |
596
-445
| -43% | -$260K | 0.12% | 63 |
|
|
2024
Q2 | $530K | Sell |
1,041
-1,738
| -63% | -$885K | 0.21% | 44 |
|
|
2024
Q1 | $1.37M | Sell |
2,779
-8,795
| -76% | -$4.35M | 0.61% | 30 |
|
|
2023
Q4 | $6.09M | Buy |
11,574
+748
| +7% | +$394K | 3.41% | 11 |
|
|
2023
Q3 | $5.46M | Buy |
10,826
+5,800
| +115% | +$2.92M | 3.63% | 8 |
|
|
2023
Q2 | $2.42M | Sell |
5,026
-51
| -1% | -$24.5K | 1.64% | 18 |
|
|
2023
Q1 | $2.4M | Buy |
5,077
+218
| +4% | +$103K | 1.83% | 18 |
|
|
2022
Q4 | $2.58M | Sell |
4,859
-140
| -3% | -$74.2K | 1.93% | 16 |
|
|
2022
Q3 | $2.53M | Buy |
4,999
+1,665
| +50% | +$841K | 2% | 15 |
|
|
2022
Q2 | $1.73M | Buy |
3,334
+934
| +39% | +$483K | 1.26% | 22 |
|
|
2022
Q1 | $1.23M | Buy |
+2,400
| New | +$1.23M | 0.8% | 36 |
|