WBH Advisory’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 |
-606
| Closed | -$317K | – | 353 |
|
|
2025
Q1 | $317K | Hold |
606
| – | – | 0.03% | 264 |
|
|
2024
Q4 | $307K | Buy |
606
+168
| +38% | +$85K | 0.03% | 263 |
|
|
2024
Q3 | $256K | Hold |
438
| – | – | 0.02% | 284 |
|
|
2024
Q2 | $223K | Hold |
438
| – | – | 0.02% | 291 |
|
|
2024
Q1 | $217K | Buy |
438
+47
| +12% | +$23.3K | 0.02% | 295 |
|
|
2023
Q4 | $206K | Sell |
391
-38
| -9% | -$20K | 0.02% | 297 |
|
|
2023
Q3 | $216K | Buy |
+429
| New | +$216K | 0.03% | 278 |
|
|
2022
Q3 | $231K | Sell |
457
-154
| -25% | -$77.8K | 0.03% | 264 |
|
|
2022
Q2 | $316K | Sell |
611
-1
| -0.2% | -$517 | 0.04% | 242 |
|
|
2022
Q1 | $321K | Buy |
612
+98
| +19% | +$51.4K | 0.04% | 253 |
|
|
2021
Q4 | $258K | Buy |
+514
| New | +$258K | 0.03% | 284 |
|
|
2021
Q3 | – | Sell |
-510
| Closed | -$211K | – | 291 |
|
|
2021
Q2 | $211K | Buy |
+510
| New | +$211K | 0.03% | 261 |
|