Wealth Forward LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Hold |
1,012
| – | – | 0.21% | 25 |
|
|
2025
Q1 | $530K | Hold |
1,012
| – | – | 0.38% | 21 |
|
|
2024
Q4 | $512K | Sell |
1,012
-255
| -20% | -$129K | 0.36% | 21 |
|
|
2024
Q3 | $741K | Hold |
1,267
| – | – | 0.52% | 19 |
|
|
2024
Q2 | $645K | Hold |
1,267
| – | – | 0.5% | 19 |
|
|
2024
Q1 | $627K | Hold |
1,267
| – | – | 0.49% | 19 |
|
|
2023
Q4 | $667K | Buy |
+1,267
| New | +$667K | 0.56% | 18 |
|