WealthBridge Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Sell |
1,687
-110
| -6% | -$34.3K | 0.13% | 111 |
|
|
2025
Q1 | $941K | Sell |
1,797
-168
| -9% | -$88K | 0.27% | 73 |
|
|
2024
Q4 | $994K | Buy |
1,965
+23
| +1% | +$11.6K | 0.28% | 68 |
|
|
2024
Q3 | $1.14M | Buy |
1,942
+576
| +42% | +$337K | 0.32% | 61 |
|
|
2024
Q2 | $696K | Sell |
1,366
-132
| -9% | -$67.2K | 0.23% | 80 |
|
|
2024
Q1 | $741K | Sell |
1,498
-233
| -13% | -$115K | 0.25% | 72 |
|
|
2023
Q4 | $911K | Buy |
1,731
+9
| +0.5% | +$4.74K | 0.34% | 59 |
|
|
2023
Q3 | $868K | Buy |
1,722
+57
| +3% | +$28.7K | 0.36% | 59 |
|
|
2023
Q2 | $800K | Buy |
1,665
+62
| +4% | +$29.8K | 0.32% | 65 |
|
|
2023
Q1 | $758K | Buy |
1,603
+84
| +6% | +$39.7K | 0.3% | 66 |
|
|
2022
Q4 | $805K | Buy |
1,519
+72
| +5% | +$38.2K | 0.34% | 65 |
|
|
2022
Q3 | $743K | Hold |
1,447
| – | – | 0.32% | 69 |
|
|
2022
Q2 | $743K | Buy |
1,447
+170
| +13% | +$87.3K | 0.32% | 69 |
|
|
2022
Q1 | $651K | Hold |
1,277
| – | – | 0.24% | 86 |
|
|
2021
Q4 | $641K | Buy |
1,277
+2
| +0.2% | +$1K | 0.24% | 83 |
|
|
2021
Q3 | $498K | Buy |
1,275
+3
| +0.2% | +$1.17K | 0.19% | 98 |
|
|
2021
Q2 | $509K | Sell |
1,272
-25
| -2% | -$10K | 0.19% | 96 |
|
|
2021
Q1 | $483K | Buy |
1,297
+60
| +5% | +$22.3K | 0.2% | 91 |
|
|
2020
Q4 | $434K | Sell |
1,237
-5
| -0.4% | -$1.75K | 0.19% | 90 |
|
|
2020
Q3 | $387K | Sell |
1,242
-26
| -2% | -$8.1K | 0.2% | 85 |
|
|
2020
Q2 | $374K | Sell |
1,268
-14
| -1% | -$4.13K | 0.21% | 81 |
|
|
2020
Q1 | $320K | Buy |
1,282
+234
| +22% | +$58.4K | 0.22% | 79 |
|
|
2019
Q4 | $308K | Buy |
+1,048
| New | +$308K | 0.2% | 91 |
|
|
2019
Q2 | – | Sell |
-751
| Closed | -$179K | – | 828 |
|
|
2019
Q1 | $179K | Buy |
751
+125
| +20% | +$29.8K | 0.11% | 117 |
|
|
2018
Q4 | $156K | Buy |
+626
| New | +$156K | 0.12% | 122 |
|