Wealth Effects’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
4,688
+591
| +14% | +$184K | 0.55% | 37 |
|
|
2025
Q1 | $2.15M | Sell |
4,097
-299
| -7% | -$157K | 0.9% | 23 |
|
|
2024
Q4 | $2.22M | Sell |
4,396
-30
| -0.7% | -$15.2K | 0.79% | 23 |
|
|
2024
Q3 | $2.59M | Sell |
4,426
-1
| -0% | -$585 | 0.91% | 16 |
|
|
2024
Q2 | $2.25M | Buy |
4,427
+901
| +26% | +$459K | 0.82% | 20 |
|
|
2024
Q1 | $1.74M | Buy |
3,526
+555
| +19% | +$275K | 0.64% | 30 |
|
|
2023
Q4 | $1.56M | Buy |
2,971
+53
| +2% | +$27.9K | 0.59% | 35 |
|
|
2023
Q3 | $1.47M | Sell |
2,918
-55
| -2% | -$27.7K | 0.73% | 29 |
|
|
2023
Q2 | $1.43M | Buy |
2,973
+1
| +0% | +$481 | 0.63% | 33 |
|
|
2023
Q1 | $1.4M | Sell |
2,972
-311
| -9% | -$147K | 0.72% | 33 |
|
|
2022
Q4 | $1.74M | Sell |
3,283
-300
| -8% | -$159K | 0.99% | 20 |
|
|
2022
Q3 | $1.81M | Sell |
3,583
-44
| -1% | -$22.2K | 1.11% | 18 |
|
|
2022
Q2 | $1.86M | Buy |
3,627
+255
| +8% | +$131K | 1.12% | 19 |
|
|
2022
Q1 | $1.72M | Buy |
3,372
+1
| +0% | +$510 | 0.8% | 27 |
|
|
2021
Q4 | $1.69M | Buy |
+3,371
| New | +$1.69M | 0.7% | 29 |
|