Waypoint Wealth Counsel’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
1,079
-3
| -0.3% | -$936 | 0.17% | 96 |
|
|
2025
Q1 | $567K | Buy |
1,082
+191
| +21% | +$100K | 0.36% | 48 |
|
|
2024
Q4 | $451K | Buy |
891
+9
| +1% | +$4.55K | 0.29% | 56 |
|
|
2024
Q3 | $516K | Buy |
882
+139
| +19% | +$81.3K | 0.35% | 51 |
|
|
2024
Q2 | $379K | Sell |
743
-17
| -2% | -$8.66K | 0.29% | 53 |
|
|
2024
Q1 | $376K | Buy |
760
+28
| +4% | +$13.9K | 0.29% | 55 |
|
|
2023
Q4 | $385K | Buy |
732
+23
| +3% | +$12.1K | 0.33% | 54 |
|
|
2023
Q3 | $358K | Buy |
709
+51
| +8% | +$25.7K | 0.34% | 51 |
|
|
2023
Q2 | $316K | Sell |
658
-41
| -6% | -$19.7K | 0.28% | 58 |
|
|
2023
Q1 | $330K | Buy |
699
+26
| +4% | +$12.3K | 0.26% | 60 |
|
|
2022
Q4 | $357K | Buy |
+673
| New | +$357K | 0.29% | 64 |
|