Wealth Management Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $985K | Buy |
3,242
+1,008
| +45% | +$306K | 0.35% | 62 |
|
|
2025
Q1 | $1.17M | Sell |
2,234
-544
| -20% | -$285K | 0.54% | 39 |
|
|
2024
Q4 | $1.41M | Sell |
2,778
-121
| -4% | -$61.2K | 0.61% | 36 |
|
|
2024
Q3 | $1.7M | Sell |
2,899
-56
| -2% | -$32.7K | 0.79% | 29 |
|
|
2024
Q2 | $1.5M | Sell |
2,955
-36
| -1% | -$18.3K | 0.73% | 30 |
|
|
2024
Q1 | $1.48M | Buy |
2,991
+121
| +4% | +$59.9K | 0.75% | 28 |
|
|
2023
Q4 | $1.51M | Buy |
2,870
+10
| +0.3% | +$5.27K | 0.84% | 26 |
|
|
2023
Q3 | $1.44M | Buy |
2,860
+262
| +10% | +$132K | 0.9% | 26 |
|
|
2023
Q2 | $1.25M | Buy |
2,598
+155
| +6% | +$74.5K | 0.78% | 25 |
|
|
2023
Q1 | $1.15M | Buy |
2,443
+443
| +22% | +$209K | 0.81% | 27 |
|
|
2022
Q4 | $1.22M | Hold |
2,000
| – | – | 1.02% | 23 |
|
|
2022
Q3 | $1.12M | Hold |
2,000
| – | – | 0.99% | 22 |
|
|
2022
Q2 | $1.13M | Hold |
2,000
| – | – | 0.99% | 23 |
|
|
2022
Q1 | $1.08M | Hold |
2,000
| – | – | 0.77% | 31 |
|
|
2021
Q4 | $977K | Buy |
2,000
+83
| +4% | +$40.5K | 0.67% | 36 |
|
|
2021
Q3 | $749K | Sell |
1,917
-100
| -5% | -$39.1K | 0.55% | 47 |
|
|
2021
Q2 | $808K | Buy |
2,017
+84
| +4% | +$33.7K | 0.56% | 49 |
|
|
2021
Q1 | $707K | Sell |
1,933
-63
| -3% | -$23K | 0.53% | 53 |
|
|
2020
Q4 | $685K | Buy |
+1,996
| New | +$685K | 0.54% | 49 |
|