WealthPlan Investment 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 | $358K | Buy |
1,147
+217
| +23% | +$67.7K | 0.03% | 270 |
|
|
2025
Q1 | $487K | Sell |
930
-320
| -26% | -$168K | 0.05% | 174 |
|
|
2024
Q4 | $632K | Buy |
1,250
+309
| +33% | +$156K | 0.06% | 151 |
|
|
2024
Q3 | $550K | Buy |
941
+230
| +32% | +$135K | 0.06% | 152 |
|
|
2024
Q2 | $362K | Sell |
711
-100
| -12% | -$50.9K | 0.05% | 138 |
|
|
2024
Q1 | $401K | Hold |
811
| – | – | 0.06% | 132 |
|
|
2023
Q4 | $427K | Sell |
811
-100
| -11% | -$52.6K | 0.07% | 128 |
|
|
2023
Q3 | $459K | Buy |
911
+293
| +47% | +$148K | 0.08% | 116 |
|
|
2023
Q2 | $297K | Sell |
618
-293
| -32% | -$141K | 0.09% | 117 |
|
|
2023
Q1 | $431K | Sell |
911
-682
| -43% | -$322K | 0.07% | 123 |
|
|
2022
Q4 | $789K | Buy |
1,593
+60
| +4% | +$29.7K | 0.06% | 198 |
|
|
2022
Q3 | $832K | Buy |
+1,533
| New | +$832K | 0.06% | 181 |
|
|
2022
Q1 | $765K | Buy |
+1,506
| New | +$765K | 0.05% | 197 |
|