WMG Financial 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 | $484K | Buy |
1,552
+400
| +35% | +$125K | 0.18% | 82 |
|
|
2025
Q1 | $603K | Sell |
1,152
-4
| -0.3% | -$2.1K | 0.26% | 61 |
|
|
2024
Q4 | $585K | Buy |
+1,156
| New | +$585K | 0.25% | 62 |
|
|
2023
Q2 | – | Sell |
-480
| Closed | -$258K | – | 130 |
|
|
2023
Q1 | $258K | Sell |
480
-612
| -56% | -$328K | 0.21% | 82 |
|
|
2022
Q4 | $579K | Buy |
1,092
+665
| +156% | +$353K | 0.49% | 56 |
|
|
2022
Q3 | $217K | Sell |
427
-18
| -4% | -$9.15K | 0.2% | 121 |
|
|
2022
Q2 | $229K | Sell |
445
-55
| -11% | -$28.3K | 0.2% | 118 |
|
|
2022
Q1 | $256K | Buy |
+500
| New | +$256K | 0.19% | 132 |
|