WT Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
+7,806
| New | +$2.44M | 0.72% | 42 |
|
|
2023
Q4 | – | Sell |
-2,594
| Closed | -$1.31M | – | 123 |
|
|
2023
Q3 | $1.31M | Buy |
2,594
+154
| +6% | +$77.7K | 0.56% | 47 |
|
|
2023
Q2 | $1.17M | Sell |
2,440
-70
| -3% | -$33.6K | 0.49% | 61 |
|
|
2023
Q1 | $1.19M | Buy |
2,510
+54
| +2% | +$25.5K | 0.51% | 62 |
|
|
2022
Q4 | $1.3M | Sell |
2,456
-41
| -2% | -$21.7K | 0.63% | 53 |
|
|
2022
Q3 | $1.26M | Sell |
2,497
-9
| -0.4% | -$4.55K | 0.63% | 45 |
|
|
2022
Q2 | $1.29M | Buy |
+2,506
| New | +$1.29M | 0.64% | 57 |
|