Wealth Alliance’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
4,058
-1,108
| -21% | -$346K | 0.14% | 142 |
|
|
2025
Q1 | $2.71M | Buy |
5,166
+8
| +0.2% | +$4.19K | 0.33% | 61 |
|
|
2024
Q4 | $2.61M | Sell |
5,158
-268
| -5% | -$136K | 0.31% | 65 |
|
|
2024
Q3 | $3.17M | Sell |
5,426
-122
| -2% | -$71.3K | 0.38% | 46 |
|
|
2024
Q2 | $2.83M | Buy |
5,548
+73
| +1% | +$37.2K | 0.36% | 50 |
|
|
2024
Q1 | $2.71M | Sell |
5,475
-81
| -1% | -$40.1K | 0.36% | 53 |
|
|
2023
Q4 | $2.93M | Sell |
5,556
-108
| -2% | -$56.9K | 0.41% | 44 |
|
|
2023
Q3 | $2.86M | Sell |
5,664
-117
| -2% | -$59K | 0.45% | 41 |
|
|
2023
Q2 | $2.78M | Sell |
5,781
-119
| -2% | -$57.2K | 0.42% | 39 |
|
|
2023
Q1 | $2.79M | Sell |
5,900
-556
| -9% | -$263K | 0.45% | 34 |
|
|
2022
Q4 | $3.42M | Sell |
6,456
-849
| -12% | -$450K | 0.61% | 23 |
|
|
2022
Q3 | $3.69M | Buy |
7,305
+21
| +0.3% | +$10.6K | 0.73% | 19 |
|
|
2022
Q2 | $3.74M | Sell |
7,284
-222
| -3% | -$114K | 0.72% | 22 |
|
|
2022
Q1 | $3.83M | Buy |
7,506
+80
| +1% | +$40.8K | 0.78% | 17 |
|
|
2021
Q4 | $3.73M | Sell |
7,426
-50
| -0.7% | -$25.1K | 0.75% | 20 |
|
|
2021
Q3 | $2.92M | Buy |
7,476
+97
| +1% | +$37.9K | 0.66% | 29 |
|
|
2021
Q2 | $2.96M | Sell |
7,379
-128
| -2% | -$51.3K | 0.7% | 26 |
|
|
2021
Q1 | $2.79M | Sell |
7,507
-91
| -1% | -$33.9K | 0.78% | 23 |
|
|
2020
Q4 | $2.67M | Buy |
7,598
+227
| +3% | +$79.6K | 0.79% | 20 |
|
|
2020
Q3 | $2.3M | Buy |
7,371
+453
| +7% | +$141K | 0.83% | 25 |
|
|
2020
Q2 | $2.04M | Buy |
6,918
+577
| +9% | +$170K | 0.81% | 24 |
|
|
2020
Q1 | $1.58M | Buy |
+6,341
| New | +$1.58M | 0.85% | 23 |
|