Wealth Architects’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
5,987
+205
| +4% | +$64K | 0.19% | 64 |
|
|
2025
Q1 | $3.03M | Buy |
5,782
+173
| +3% | +$90.6K | 0.33% | 47 |
|
|
2024
Q4 | $2.84M | Sell |
5,609
-85
| -1% | -$43K | 0.32% | 47 |
|
|
2024
Q3 | $3.33M | Buy |
5,694
+6
| +0.1% | +$3.51K | 0.38% | 41 |
|
|
2024
Q2 | $2.9M | Buy |
5,688
+45
| +0.8% | +$22.9K | 0.35% | 44 |
|
|
2024
Q1 | $2.79M | Sell |
5,643
-583
| -9% | -$288K | 0.37% | 41 |
|
|
2023
Q4 | $3.28M | Buy |
6,226
+53
| +0.9% | +$27.9K | 0.46% | 31 |
|
|
2023
Q3 | $3.11M | Sell |
6,173
-10
| -0.2% | -$5.04K | 0.53% | 31 |
|
|
2023
Q2 | $2.97M | Sell |
6,183
-37
| -0.6% | -$17.8K | 0.49% | 34 |
|
|
2023
Q1 | $2.94M | Sell |
6,220
-12
| -0.2% | -$5.67K | 0.52% | 32 |
|
|
2022
Q4 | $3.3M | Sell |
6,232
-27
| -0.4% | -$14.3K | 0.63% | 29 |
|
|
2022
Q3 | $3.16M | Buy |
6,259
+439
| +8% | +$222K | 0.66% | 29 |
|
|
2022
Q2 | $2.99M | Sell |
5,820
-91
| -2% | -$46.7K | 0.58% | 28 |
|
|
2022
Q1 | $3.01M | Hold |
5,911
| – | – | 0.51% | 30 |
|
|
2021
Q4 | $2.97M | Buy |
5,911
+12
| +0.2% | +$6.03K | 0.52% | 30 |
|
|
2021
Q3 | $2.31M | Buy |
5,899
+119
| +2% | +$46.5K | 0.45% | 33 |
|
|
2021
Q2 | $2.32M | Buy |
5,780
+81
| +1% | +$32.4K | 0.45% | 29 |
|
|
2021
Q1 | $2.12M | Buy |
5,699
+125
| +2% | +$46.5K | 0.46% | 29 |
|
|
2020
Q4 | $1.96M | Sell |
5,574
-54
| -1% | -$18.9K | 0.45% | 30 |
|
|
2020
Q3 | $1.76M | Buy |
5,628
+55
| +1% | +$17.2K | 0.48% | 29 |
|
|
2020
Q2 | $1.64M | Buy |
5,573
+399
| +8% | +$118K | 0.46% | 28 |
|
|
2020
Q1 | $1.29M | Sell |
5,174
-4
| -0.1% | -$997 | 0.45% | 29 |
|
|
2019
Q4 | $1.52M | Sell |
5,178
-59
| -1% | -$17.3K | 0.43% | 25 |
|
|
2019
Q3 | $1.14M | Buy |
5,237
+22
| +0.4% | +$4.78K | 0.35% | 29 |
|
|
2019
Q2 | $1.27M | Buy |
5,215
+311
| +6% | +$75.9K | 0.38% | 29 |
|
|
2019
Q1 | $1.21M | Sell |
4,904
-11
| -0.2% | -$2.72K | 0.38% | 30 |
|
|
2018
Q4 | $1.22M | Buy |
4,915
+60
| +1% | +$14.9K | 0.44% | 27 |
|
|
2018
Q3 | $1.29M | Sell |
4,855
-56
| -1% | -$14.9K | 0.4% | 29 |
|
|
2018
Q2 | $1.21M | Sell |
4,911
-21
| -0.4% | -$5.15K | 0.39% | 29 |
|
|
2018
Q1 | $1.06M | Buy |
4,932
+1,974
| +67% | +$422K | 0.35% | 30 |
|
|
2017
Q4 | $652K | Sell |
2,958
-162
| -5% | -$35.7K | 0.21% | 50 |
|
|
2017
Q3 | $611K | Sell |
3,120
-8
| -0.3% | -$1.57K | 0.21% | 53 |
|
|
2017
Q2 | $579K | Sell |
3,128
-54
| -2% | -$10K | 0.22% | 58 |
|
|
2017
Q1 | $522K | Hold |
3,182
| – | – | 0.21% | 57 |
|
|
2016
Q4 | $509K | Hold |
3,182
| – | – | 0.23% | 57 |
|
|
2016
Q3 | $445K | Sell |
3,182
-50
| -2% | -$6.99K | 0.21% | 63 |
|
|
2016
Q2 | $456K | Sell |
3,232
-2
| -0.1% | -$282 | 0.22% | 64 |
|
|
2016
Q1 | $417K | Hold |
3,234
| – | – | 0.21% | 66 |
|
|
2015
Q4 | $380K | Sell |
3,234
-862
| -21% | -$101K | 0.19% | 74 |
|
|
2015
Q3 | $475K | Buy |
4,096
+30
| +0.7% | +$3.48K | 0.26% | 59 |
|
|
2015
Q2 | $496K | Buy |
4,066
+715
| +21% | +$87.2K | 0.27% | 56 |
|
|
2015
Q1 | $396K | Buy |
3,351
+44
| +1% | +$5.2K | 0.23% | 60 |
|
|
2014
Q4 | $334K | Buy |
+3,307
| New | +$334K | 0.2% | 67 |
|