Wealth Advisors of Tampa Bay’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 |
-190
| Closed | -$99.5K | – | 146 |
|
|
2025
Q1 | $99.5K | Buy |
+190
| New | +$99.5K | 0.04% | 107 |
|
|
2023
Q4 | – | Sell |
-470
| Closed | -$237K | – | 99 |
|
|
2023
Q3 | $237K | Buy |
+470
| New | +$237K | 0.07% | 90 |
|
|
2022
Q3 | – | Sell |
-690
| Closed | -$354K | – | 92 |
|
|
2022
Q2 | $354K | Hold |
690
| – | – | 0.11% | 76 |
|
|
2022
Q1 | $352K | Hold |
690
| – | – | 0.1% | 78 |
|
|
2021
Q4 | $346K | Buy |
+690
| New | +$346K | 0.08% | 87 |
|