Wealthstream Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601K | Buy |
1,927
+8
| +0.4% | +$2.5K | 0.1% | 75 |
|
|
2025
Q1 | $1.01M | Sell |
1,919
-20
| -1% | -$10.5K | 0.19% | 45 |
|
|
2024
Q4 | $981K | Buy |
1,939
+129
| +7% | +$65.3K | 0.18% | 49 |
|
|
2024
Q3 | $1.06M | Sell |
1,810
-12
| -0.7% | -$7.02K | 0.19% | 43 |
|
|
2024
Q2 | $928K | Buy |
1,822
+47
| +3% | +$23.9K | 0.34% | 44 |
|
|
2024
Q1 | $878K | Sell |
1,775
-500
| -22% | -$247K | 0.33% | 48 |
|
|
2023
Q4 | $1.2M | Buy |
2,275
+473
| +26% | +$249K | 0.49% | 27 |
|
|
2023
Q3 | $909K | Buy |
1,802
+473
| +36% | +$239K | 0.47% | 26 |
|
|
2023
Q2 | $639K | Buy |
1,329
+768
| +137% | +$369K | 0.34% | 43 |
|
|
2023
Q1 | $265K | Buy |
561
+65
| +13% | +$30.7K | 0.16% | 63 |
|
|
2022
Q4 | $263K | Buy |
496
+17
| +4% | +$9.01K | 0.17% | 61 |
|
|
2022
Q3 | $242K | Buy |
479
+27
| +6% | +$13.6K | 0.26% | 54 |
|
|
2022
Q2 | $232K | Buy |
452
+19
| +4% | +$9.75K | 0.23% | 59 |
|
|
2022
Q1 | $221K | Buy |
+433
| New | +$221K | 0.19% | 63 |
|