Weinberger Asset 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 | $644K | Sell |
2,064
-133
| -6% | -$41.5K | 0.25% | 54 |
|
|
2025
Q1 | $1.15M | Sell |
2,197
-23
| -1% | -$12K | 0.49% | 40 |
|
|
2024
Q4 | $1.12M | Sell |
2,220
-16
| -0.7% | -$8.09K | 0.47% | 40 |
|
|
2024
Q3 | $1.31M | Buy |
2,236
+21
| +0.9% | +$12.3K | 0.56% | 37 |
|
|
2024
Q2 | $1.13M | Buy |
2,215
+7
| +0.3% | +$3.57K | 0.53% | 37 |
|
|
2024
Q1 | $1.09M | Sell |
2,208
-165
| -7% | -$81.6K | 0.53% | 38 |
|
|
2023
Q4 | $1.25M | Buy |
2,373
+17
| +0.7% | +$8.95K | 0.64% | 36 |
|
|
2023
Q3 | $1.19M | Sell |
2,356
-52
| -2% | -$26.2K | 0.68% | 32 |
|
|
2023
Q2 | $1.16M | Sell |
2,408
-9
| -0.4% | -$4.33K | 0.64% | 33 |
|
|
2023
Q1 | $1.14M | Buy |
2,417
+4
| +0.2% | +$1.89K | 0.66% | 31 |
|
|
2022
Q4 | $1.28M | Buy |
2,413
+10
| +0.4% | +$5.3K | 0.79% | 29 |
|
|
2022
Q3 | $1.21M | Buy |
2,403
+7
| +0.3% | +$3.54K | 0.84% | 27 |
|
|
2022
Q2 | $1.23M | Buy |
2,396
+8
| +0.3% | +$4.11K | 0.81% | 28 |
|
|
2022
Q1 | $1.22M | Buy |
2,388
+23
| +1% | +$11.7K | 1.04% | 21 |
|
|
2021
Q4 | $1.19M | Buy |
+2,365
| New | +$1.19M | 0.97% | 22 |
|