White Knight Strategic Wealth 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 | – | Sell |
-1,168
| Closed | -$612K | – | 86 |
|
|
2025
Q1 | $612K | Sell |
1,168
-1,688
| -59% | -$884K | 0.56% | 39 |
|
|
2024
Q4 | $1.44M | Buy |
2,856
+1,549
| +119% | +$784K | 0.6% | 34 |
|
|
2024
Q3 | $764K | Sell |
1,307
-11
| -0.8% | -$6.43K | 0.69% | 35 |
|
|
2024
Q2 | $671K | Buy |
1,318
+209
| +19% | +$106K | 0.67% | 35 |
|
|
2024
Q1 | $549K | Buy |
1,109
+359
| +48% | +$178K | 0.57% | 38 |
|
|
2023
Q4 | $395K | Hold |
750
| – | – | 0.45% | 45 |
|
|
2023
Q3 | $378K | Buy |
+750
| New | +$378K | 0.5% | 38 |
|