Wellington Shields & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
361
+66
| +22% | +$20.6K | 0.03% | 252 |
|
|
2025
Q1 | $155K | Buy |
295
+54
| +22% | +$28.3K | 0.05% | 225 |
|
|
2024
Q4 | $122K | Buy |
241
+36
| +18% | +$18.2K | 0.04% | 237 |
|
|
2024
Q3 | $120K | Sell |
205
-33
| -14% | -$19.3K | 0.04% | 251 |
|
|
2024
Q2 | $121K | Sell |
238
-214
| -47% | -$109K | 0.04% | 244 |
|
|
2024
Q1 | $224K | Sell |
452
-166
| -27% | -$82.1K | 0.07% | 199 |
|
|
2023
Q4 | $325K | Hold |
618
| – | – | 0.12% | 154 |
|
|
2023
Q3 | $312K | Sell |
618
-232
| -27% | -$117K | 0.08% | 153 |
|
|
2023
Q2 | $409K | Buy |
850
+24
| +3% | +$11.5K | 0.1% | 128 |
|
|
2023
Q1 | $390K | Sell |
826
-256
| -24% | -$121K | 0.09% | 136 |
|
|
2022
Q4 | $574K | Buy |
1,082
+322
| +42% | +$171K | 0.13% | 106 |
|
|
2022
Q3 | $384K | Buy |
760
+230
| +43% | +$116K | 0.17% | 125 |
|
|
2022
Q2 | $272K | Buy |
530
+130
| +33% | +$66.7K | 0.07% | 160 |
|
|
2022
Q1 | $204K | Hold |
400
| – | – | 0.07% | 207 |
|
|
2021
Q4 | $201K | Buy |
+400
| New | +$201K | 0.04% | 216 |
|