Whalen 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 | $433K | Buy |
1,389
+18
| +1% | +$5.62K | 0.27% | 111 |
|
|
2025
Q1 | $718K | Sell |
1,371
-1
| -0.1% | -$524 | 0.48% | 42 |
|
|
2024
Q4 | $694K | Hold |
1,372
| – | – | 0.48% | 39 |
|
|
2024
Q3 | $802K | Hold |
1,372
| – | – | 0.57% | 40 |
|
|
2024
Q2 | $699K | Buy |
1,372
+1
| +0.1% | +$509 | 0.55% | 37 |
|
|
2024
Q1 | $678K | Hold |
1,371
| – | – | 0.5% | 37 |
|
|
2023
Q4 | $722K | Buy |
+1,371
| New | +$722K | 0.65% | 37 |
|