Wealth Group’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 |
-1,282
| Closed | -$671K | – | 153 |
|
|
2025
Q1 | $671K | Sell |
1,282
-4
| -0.3% | -$2.09K | 0.44% | 53 |
|
|
2024
Q4 | $651K | Buy |
1,286
+17
| +1% | +$8.61K | 0.42% | 57 |
|
|
2024
Q3 | $742K | Buy |
1,269
+21
| +2% | +$12.3K | 0.5% | 50 |
|
|
2024
Q2 | $636K | Buy |
1,248
+16
| +1% | +$8.15K | 0.46% | 51 |
|
|
2024
Q1 | $609K | Buy |
+1,232
| New | +$609K | 0.46% | 52 |
|