Wetzel Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
799
+102
| +15% | +$31.8K | 0.11% | 105 |
|
|
2025
Q1 | $365K | Buy |
697
+8
| +1% | +$4.19K | 0.18% | 81 |
|
|
2024
Q4 | $349K | Buy |
689
+32
| +5% | +$16.2K | 0.17% | 81 |
|
|
2024
Q3 | $384K | Buy |
657
+155
| +31% | +$90.6K | 0.19% | 79 |
|
|
2024
Q2 | $248K | Sell |
502
-153
| -23% | -$75.7K | 0.14% | 101 |
|
|
2024
Q1 | $323K | Buy |
655
+18
| +3% | +$8.88K | 0.19% | 80 |
|
|
2023
Q4 | $335K | Buy |
+637
| New | +$335K | 0.21% | 77 |
|