Wolf Group Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $400K | Sell |
763
-2,071
| -73% | -$1.08M | 0.13% | 111 |
|
|
2024
Q4 | $1.36M | Hold |
2,834
| – | – | 0.66% | 57 |
|
|
2024
Q3 | $1.36M | Buy |
2,834
+2,247
| +383% | +$1.08M | 0.65% | 58 |
|
|
2024
Q2 | $299K | Sell |
587
-2,247
| -79% | -$1.14M | 0.12% | 107 |
|
|
2024
Q1 | $1.36M | Hold |
2,834
| – | – | 0.65% | 58 |
|
|
2023
Q4 | $1.36M | Sell |
2,834
-14
| -0.5% | -$6.73K | 0.65% | 58 |
|
|
2023
Q3 | $1.44M | Buy |
2,848
+22
| +0.8% | +$11.1K | 0.68% | 54 |
|
|
2023
Q2 | $1.39M | Sell |
2,826
-51
| -2% | -$25.2K | 0.7% | 53 |
|
|
2023
Q1 | $1.36M | Sell |
2,877
-334
| -10% | -$158K | 0.68% | 55 |
|
|
2022
Q4 | $1.7M | Sell |
3,211
-290
| -8% | -$154K | 0.8% | 46 |
|
|
2022
Q3 | $1.77M | Sell |
3,501
-17
| -0.5% | -$8.59K | 0.97% | 35 |
|
|
2022
Q2 | $1.81M | Sell |
3,518
-591
| -14% | -$304K | 0.94% | 37 |
|
|
2022
Q1 | $2.1M | Sell |
4,109
-8,488
| -67% | -$4.33M | 1.07% | 30 |
|
|
2021
Q4 | $6.33M | Buy |
12,597
+8,436
| +203% | +$4.24M | 1.03% | 31 |
|
|
2021
Q3 | $1.63M | Buy |
+4,161
| New | +$1.63M | 0.89% | 44 |
|