Wick Capital Partners’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 |
-541
| Closed | -$283K | – | 114 |
|
|
2025
Q1 | $283K | Sell |
541
-14
| -3% | -$7.33K | 0.08% | 84 |
|
|
2024
Q4 | $280K | Buy |
555
+74
| +15% | +$37.4K | 0.08% | 81 |
|
|
2024
Q3 | $281K | Hold |
481
| – | – | 0.09% | 66 |
|
|
2024
Q2 | $245K | Buy |
481
+16
| +3% | +$8.14K | 0.08% | 68 |
|
|
2024
Q1 | $230K | Hold |
465
| – | – | 0.22% | 41 |
|
|
2023
Q4 | $245K | Buy |
465
+53
| +13% | +$27.9K | 0.1% | 60 |
|
|
2023
Q3 | $208K | Buy |
+412
| New | +$208K | 0.12% | 62 |
|
|
2023
Q2 | – | Sell |
-433
| Closed | -$204K | – | 65 |
|
|
2023
Q1 | $204K | Buy |
433
+45
| +12% | +$21.2K | 0.12% | 64 |
|
|
2022
Q4 | $206K | Buy |
+388
| New | +$206K | 0.12% | 55 |
|
|
2022
Q2 | – | Sell |
-1,035
| Closed | -$528K | – | 67 |
|
|
2022
Q1 | $528K | Sell |
1,035
-278
| -21% | -$142K | 0.35% | 28 |
|
|
2021
Q4 | $659K | Buy |
+1,313
| New | +$659K | 0.51% | 26 |
|