Wolff Wiese Magana’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.8K | Sell |
320
-1,441
| -82% | -$450K | 0.06% | 146 |
|
|
2025
Q1 | $922K | Buy |
1,761
+1,337
| +315% | +$700K | 0.63% | 52 |
|
|
2024
Q4 | $214K | Sell |
424
-11
| -3% | -$5.56K | 0.14% | 100 |
|
|
2024
Q3 | $254K | Buy |
435
+61
| +16% | +$35.7K | 0.17% | 85 |
|
|
2024
Q2 | $190K | Buy |
374
+7
| +2% | +$3.57K | 0.15% | 89 |
|
|
2024
Q1 | $182K | Sell |
367
-1
| -0.3% | -$495 | 0.16% | 87 |
|
|
2023
Q4 | $194K | Hold |
368
| – | – | 0.18% | 86 |
|
|
2023
Q3 | $186K | Sell |
368
-7
| -2% | -$3.53K | 0.15% | 99 |
|
|
2023
Q2 | $180K | Sell |
375
-2
| -0.5% | -$961 | 0.14% | 102 |
|
|
2023
Q1 | $178K | Buy |
377
+1
| +0.3% | +$473 | 0.14% | 98 |
|
|
2022
Q4 | $199K | Sell |
376
-867
| -70% | -$460K | 0.17% | 92 |
|
|
2022
Q3 | $628K | Sell |
1,243
-65
| -5% | -$32.8K | 0.5% | 53 |
|
|
2022
Q2 | $672K | Sell |
1,308
-50
| -4% | -$25.7K | 0.49% | 53 |
|
|
2022
Q1 | $693K | Sell |
1,358
-32
| -2% | -$16.3K | 0.46% | 54 |
|
|
2021
Q4 | $698K | Sell |
1,390
-144
| -9% | -$72.3K | 0.45% | 56 |
|
|
2021
Q3 | $600K | Sell |
1,534
-6
| -0.4% | -$2.35K | 0.42% | 64 |
|
|
2021
Q2 | $617K | Buy |
1,540
+33
| +2% | +$13.2K | 0.44% | 59 |
|
|
2021
Q1 | $560K | Sell |
1,507
-19
| -1% | -$7.06K | 0.44% | 56 |
|
|
2020
Q4 | $535K | Buy |
+1,526
| New | +$535K | 0.45% | 59 |
|