Wealthquest’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 |
-450
| Closed | -$236K | – | 140 |
|
|
2025
Q1 | $236K | Sell |
450
-20
| -4% | -$10.5K | 0.02% | 113 |
|
|
2024
Q4 | $238K | Buy |
470
+34
| +8% | +$17.2K | 0.02% | 114 |
|
|
2024
Q3 | $254K | Sell |
436
-8
| -2% | -$4.67K | 0.02% | 108 |
|
|
2024
Q2 | $226K | Buy |
444
+20
| +5% | +$10.2K | 0.02% | 117 |
|
|
2024
Q1 | $210K | Hold |
424
| – | – | 0.02% | 126 |
|
|
2023
Q4 | $223K | Sell |
424
-16
| -4% | -$8.42K | 0.02% | 124 |
|
|
2023
Q3 | $222K | Buy |
440
+16
| +4% | +$8.07K | 0.03% | 120 |
|
|
2023
Q2 | $204K | Hold |
424
| – | – | 0.02% | 118 |
|
|
2023
Q1 | $200K | Sell |
424
-30
| -7% | -$14.2K | 0.03% | 120 |
|
|
2022
Q4 | $241K | Sell |
454
-16
| -3% | -$8.5K | 0.03% | 113 |
|
|
2022
Q3 | $237K | Buy |
470
+20
| +4% | +$10.1K | 0.03% | 112 |
|
|
2022
Q2 | $231K | Buy |
450
+29
| +7% | +$14.9K | 0.03% | 111 |
|
|
2022
Q1 | $211K | Hold |
421
| – | – | 0.03% | 137 |
|
|
2021
Q4 | $211K | Buy |
+421
| New | +$211K | 0.03% | 137 |
|
|
2021
Q3 | – | Sell |
-528
| Closed | -$211K | – | 147 |
|
|
2021
Q2 | $211K | Buy |
+528
| New | +$211K | 0.04% | 138 |
|