World Equity Group’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 |
-816
| Closed | -$438K | – | 354 |
|
|
2025
Q1 | $438K | Sell |
816
-1,254
| -61% | -$674K | 0.13% | 170 |
|
|
2024
Q4 | $1.05M | Buy |
2,070
+1,077
| +108% | +$545K | 0.22% | 99 |
|
|
2024
Q3 | $580K | Buy |
993
+89
| +10% | +$52K | 0.21% | 111 |
|
|
2024
Q2 | $460K | Sell |
904
-127
| -12% | -$64.6K | 0.14% | 163 |
|
|
2024
Q1 | $510K | Sell |
1,031
-714
| -41% | -$353K | 0.1% | 182 |
|
|
2023
Q4 | $918K | Buy |
1,745
+270
| +18% | +$142K | 0.18% | 122 |
|
|
2023
Q3 | $745K | Buy |
1,475
+148
| +11% | +$74.8K | 0.15% | 151 |
|
|
2023
Q2 | $638K | Sell |
1,327
-3,050
| -70% | -$1.47M | 0.19% | 139 |
|
|
2023
Q1 | $452K | Buy |
4,377
+2,889
| +194% | +$299K | 0.07% | 300 |
|
|
2022
Q4 | $789K | Buy |
1,488
+1
| +0.1% | +$530 | 0.19% | 129 |
|
|
2022
Q3 | $751K | Sell |
1,487
-1,019
| -41% | -$515K | 0.19% | 124 |
|
|
2022
Q2 | $1.29M | Buy |
2,506
+50
| +2% | +$25.7K | 0.32% | 87 |
|
|
2022
Q1 | $1.25M | Buy |
+2,456
| New | +$1.25M | 0.27% | 103 |
|