WealthShield 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 | $3.12M | Buy |
10,003
+1,071
| +12% | +$334K | 0.38% | 70 |
|
|
2025
Q1 | $4.68M | Buy |
8,932
+1,144
| +15% | +$599K | 0.6% | 45 |
|
|
2024
Q4 | $3.94M | Buy |
7,788
+129
| +2% | +$65.3K | 0.56% | 46 |
|
|
2024
Q3 | $4.48M | Buy |
7,659
+287
| +4% | +$168K | 0.61% | 43 |
|
|
2024
Q2 | $3.75M | Buy |
7,372
+581
| +9% | +$296K | 0.57% | 43 |
|
|
2024
Q1 | $3.36M | Buy |
6,791
+36
| +0.5% | +$17.8K | 0.54% | 47 |
|
|
2023
Q4 | $3.56M | Buy |
6,755
+1,682
| +33% | +$885K | 0.59% | 40 |
|
|
2023
Q3 | $2.56M | Sell |
5,073
-4,558
| -47% | -$2.3M | 0.39% | 69 |
|
|
2023
Q2 | $4.63M | Buy |
9,631
+1,712
| +22% | +$823K | 0.7% | 34 |
|
|
2023
Q1 | $3.74M | Buy |
7,919
+1,956
| +33% | +$924K | 0.6% | 38 |
|
|
2022
Q4 | $3.16M | Buy |
5,963
+963
| +19% | +$511K | 0.61% | 38 |
|
|
2022
Q3 | $2.53M | Buy |
5,000
+646
| +15% | +$326K | 0.5% | 55 |
|
|
2022
Q2 | $2.24M | Buy |
4,354
+101
| +2% | +$51.9K | 0.44% | 59 |
|
|
2022
Q1 | $2.17M | Buy |
4,253
+263
| +7% | +$134K | 0.35% | 68 |
|
|
2021
Q4 | $2M | Buy |
3,990
+327
| +9% | +$164K | 0.33% | 67 |
|
|
2021
Q3 | $1.43M | Buy |
3,663
+96
| +3% | +$37.5K | 0.38% | 62 |
|
|
2021
Q2 | $1.43M | Buy |
3,567
+622
| +21% | +$249K | 0.22% | 81 |
|
|
2021
Q1 | $1.1M | Buy |
2,945
+217
| +8% | +$80.8K | 0.2% | 93 |
|
|
2020
Q4 | $957K | Buy |
2,728
+540
| +25% | +$189K | 0.18% | 105 |
|
|
2020
Q3 | $682K | Buy |
2,188
+747
| +52% | +$233K | 0.24% | 95 |
|
|
2020
Q2 | $425K | Buy |
1,441
+504
| +54% | +$149K | 0.2% | 115 |
|
|
2020
Q1 | $234K | Buy |
937
+87
| +10% | +$21.7K | 0.14% | 138 |
|
|
2019
Q4 | $250K | Buy |
+850
| New | +$250K | 0.12% | 160 |
|