West Wealth Group’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 |
-882
| Closed | -$462K | – | 120 |
|
|
2025
Q1 | $462K | Buy |
882
+27
| +3% | +$14.1K | 0.14% | 55 |
|
|
2024
Q4 | $433K | Buy |
855
+10
| +1% | +$5.06K | 0.13% | 54 |
|
|
2024
Q3 | $494K | Buy |
845
+15
| +2% | +$8.77K | 0.16% | 48 |
|
|
2024
Q2 | $423K | Buy |
830
+16
| +2% | +$8.15K | 0.15% | 54 |
|
|
2024
Q1 | $403K | Buy |
814
+2
| +0.2% | +$990 | 0.15% | 53 |
|
|
2023
Q4 | $428K | Sell |
812
-6
| -0.7% | -$3.16K | 0.17% | 49 |
|
|
2023
Q3 | $412K | Buy |
818
+222
| +37% | +$112K | 0.18% | 47 |
|
|
2023
Q2 | $286K | Buy |
596
+1
| +0.2% | +$481 | 0.12% | 52 |
|
|
2023
Q1 | $281K | Buy |
+595
| New | +$281K | 0.13% | 47 |
|