Waterfront 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 | $818K | Sell |
2,621
-68
| -3% | -$21.2K | 0.18% | 155 |
|
|
2025
Q1 | $1.41M | Buy |
2,689
+497
| +23% | +$260K | 0.34% | 85 |
|
|
2024
Q4 | $1.11M | Buy |
2,192
+73
| +3% | +$36.9K | 0.27% | 118 |
|
|
2024
Q3 | $1.2M | Buy |
2,119
+73
| +4% | +$41.3K | 0.29% | 98 |
|
|
2024
Q2 | $1.04M | Buy |
2,046
+13
| +0.6% | +$6.62K | 0.28% | 109 |
|
|
2024
Q1 | $1.01M | Buy |
2,033
+81
| +4% | +$40.1K | 0.28% | 107 |
|
|
2023
Q4 | $1.03M | Buy |
1,952
+51
| +3% | +$26.9K | 0.3% | 99 |
|
|
2023
Q3 | $990K | Buy |
1,901
+34
| +2% | +$17.7K | 0.32% | 94 |
|
|
2023
Q2 | $952K | Buy |
1,867
+263
| +16% | +$134K | 0.28% | 108 |
|
|
2023
Q1 | $758K | Buy |
1,604
+75
| +5% | +$35.4K | 0.25% | 123 |
|
|
2022
Q4 | $740K | Sell |
1,529
-30
| -2% | -$14.5K | 0.25% | 124 |
|
|
2022
Q3 | $849K | Buy |
1,559
+285
| +22% | +$155K | 0.32% | 91 |
|
|
2022
Q2 | $654K | Buy |
1,274
+500
| +65% | +$257K | 0.26% | 107 |
|
|
2022
Q1 | $420K | Buy |
+774
| New | +$420K | 0.15% | 152 |
|