Western Pacific Wealth 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 | $105K | Buy |
336
+36
| +12% | +$11.2K | 0.1% | 97 |
|
|
2025
Q1 | $157K | Sell |
300
-602
| -67% | -$315K | 0.14% | 78 |
|
|
2024
Q4 | $456K | Buy |
902
+19
| +2% | +$9.61K | 0.37% | 29 |
|
|
2024
Q3 | $516K | Sell |
883
-27
| -3% | -$15.8K | 0.34% | 23 |
|
|
2024
Q2 | $464K | Sell |
910
-247
| -21% | -$126K | 0.35% | 20 |
|
|
2024
Q1 | $572K | Buy |
1,157
+254
| +28% | +$126K | 0.42% | 18 |
|
|
2023
Q4 | $475K | Buy |
903
+43
| +5% | +$22.6K | 0.35% | 20 |
|
|
2023
Q3 | $434K | Sell |
860
-41
| -5% | -$20.7K | 0.36% | 21 |
|
|
2023
Q2 | $433K | Buy |
901
+106
| +13% | +$50.9K | 0.33% | 20 |
|
|
2023
Q1 | $376K | Sell |
795
-41
| -5% | -$19.4K | 0.29% | 21 |
|
|
2022
Q4 | $443K | Buy |
836
+146
| +21% | +$77.4K | 0.37% | 17 |
|
|
2022
Q3 | $348K | Sell |
690
-33
| -5% | -$16.6K | 0.35% | 18 |
|
|
2022
Q2 | $371K | Buy |
723
+201
| +39% | +$103K | 0.36% | 18 |
|
|
2022
Q1 | $266K | Sell |
522
-1
| -0.2% | -$510 | 0.19% | 25 |
|
|
2021
Q4 | $262K | Buy |
+523
| New | +$262K | 0.17% | 31 |
|