Wayfinding Financial’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 |
-773
| Closed | -$405K | – | 673 |
|
|
2025
Q1 | $405K | Buy |
773
+39
| +5% | +$20.4K | 0.18% | 79 |
|
|
2024
Q4 | $371K | Buy |
+734
| New | +$371K | 0.2% | 83 |
|
|
2024
Q3 | – | Sell |
-612
| Closed | -$312K | – | 119 |
|
|
2024
Q2 | $312K | Sell |
612
-17
| -3% | -$8.67K | 0.18% | 86 |
|
|
2024
Q1 | $317K | Sell |
629
-184
| -23% | -$92.7K | 0.19% | 85 |
|
|
2023
Q4 | $428K | Buy |
813
+145
| +22% | +$76.3K | 0.29% | 65 |
|
|
2023
Q3 | $344K | Buy |
668
+14
| +2% | +$7.21K | 0.26% | 67 |
|
|
2023
Q2 | $329K | Sell |
654
-31
| -5% | -$15.6K | 0.23% | 69 |
|
|
2023
Q1 | $324K | Buy |
685
+215
| +46% | +$102K | 0.25% | 69 |
|
|
2022
Q4 | $217K | Sell |
470
-73
| -13% | -$33.7K | 0.17% | 80 |
|
|
2022
Q3 | $274K | Buy |
543
+37
| +7% | +$18.7K | 0.26% | 62 |
|
|
2022
Q2 | $260K | Sell |
506
-7
| -1% | -$3.6K | 0.23% | 65 |
|
|
2022
Q1 | $256K | Buy |
513
+43
| +9% | +$21.5K | 0.21% | 69 |
|
|
2021
Q4 | $217K | Buy |
+470
| New | +$217K | 0.17% | 80 |
|