Watershed 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 | – | Sell |
-636
| Closed | -$333K | – | 114 |
|
|
2025
Q1 | $333K | Sell |
636
-472
| -43% | -$247K | 0.13% | 86 |
|
|
2024
Q4 | $561K | Sell |
1,108
-298
| -21% | -$151K | 0.22% | 66 |
|
|
2024
Q3 | $822K | Buy |
1,406
+259
| +23% | +$151K | 0.33% | 54 |
|
|
2024
Q2 | $584K | Buy |
1,147
+3
| +0.3% | +$1.53K | 0.25% | 67 |
|
|
2024
Q1 | $566K | Sell |
1,144
-64
| -5% | -$31.7K | 0.25% | 71 |
|
|
2023
Q4 | $636K | Buy |
1,208
+185
| +18% | +$97.4K | 0.35% | 60 |
|
|
2023
Q3 | $516K | Hold |
1,023
| – | – | 0.32% | 59 |
|
|
2023
Q2 | $492K | Buy |
1,023
+66
| +7% | +$31.7K | 0.3% | 57 |
|
|
2023
Q1 | $452K | Buy |
957
+30
| +3% | +$14.2K | 0.31% | 57 |
|
|
2022
Q4 | $491K | Buy |
+927
| New | +$491K | 0.37% | 51 |
|