Williams & Novak’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
1,441
+769
| +114% | +$240K | 0.38% | 69 |
|
|
2025
Q1 | $352K | Hold |
672
| – | – | 0.34% | 72 |
|
|
2024
Q4 | $340K | Hold |
672
| – | – | 0.33% | 73 |
|
|
2024
Q3 | $393K | Hold |
672
| – | – | 0.37% | 71 |
|
|
2024
Q2 | $342K | Sell |
672
-22
| -3% | -$11.2K | 0.32% | 75 |
|
|
2024
Q1 | $365K | Hold |
694
| – | – | 0.42% | 57 |
|
|
2023
Q4 | $365K | Buy |
+694
| New | +$365K | 0.42% | 57 |
|