Westshore Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Hold |
741
| – | – | 0.09% | 82 |
|
|
2025
Q1 | $388K | Buy |
741
+1
| +0.1% | +$524 | 0.16% | 56 |
|
|
2024
Q4 | $375K | Hold |
740
| – | – | 0.15% | 55 |
|
|
2024
Q3 | $433K | Hold |
740
| – | – | 0.18% | 46 |
|
|
2024
Q2 | $377K | Hold |
740
| – | – | 0.16% | 47 |
|
|
2024
Q1 | $366K | Buy |
740
+1
| +0.1% | +$494 | 0.15% | 52 |
|
|
2023
Q4 | $389K | Sell |
739
-29
| -4% | -$15.3K | 0.18% | 45 |
|
|
2023
Q3 | $387K | Buy |
768
+17
| +2% | +$8.57K | 0.22% | 38 |
|
|
2023
Q2 | $361K | Hold |
751
| – | – | 0.18% | 49 |
|
|
2023
Q1 | $355K | Buy |
751
+1
| +0.1% | +$472 | 0.19% | 56 |
|
|
2022
Q4 | $398K | Hold |
750
| – | – | 0.23% | 53 |
|
|
2022
Q3 | $379K | Hold |
750
| – | – | 0.26% | 41 |
|
|
2022
Q2 | $385K | Hold |
750
| – | – | 0.25% | 47 |
|
|
2022
Q1 | $382K | Buy |
750
+67
| +10% | +$34.1K | 0.26% | 50 |
|
|
2021
Q4 | $343K | Hold |
683
| – | – | 0.24% | 57 |
|
|
2021
Q3 | $267K | Sell |
683
-1,512
| -69% | -$591K | 0.22% | 65 |
|
|
2021
Q2 | $879K | Buy |
2,195
+200
| +10% | +$80.1K | 0.45% | 41 |
|
|
2021
Q1 | $742K | Buy |
+1,995
| New | +$742K | 0.42% | 39 |
|