AtlasMark Financial, Inc’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $330K | Hold |
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|
2025
Q4 | $330K | Hold |
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|
2025
Q3 | $345K | Hold |
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|
2025
Q2 | $312K | Hold |
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|
2025
Q1 | $524K | Hold |
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|
2024
Q4 | $506K | Hold |
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|
2024
Q3 | $585K | Buy |
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|
2023
Q2 | $481K | Hold |
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|
2023
Q1 | $473K | Buy |
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|
2022
Q3 | $505K | Hold |
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|
2022
Q2 | $514K | Hold |
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|
2022
Q1 | $510K | Hold |
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|
2021
Q4 | $502K | Hold |
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|
2021
Q3 | $391K | Hold |
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|
2021
Q2 | $400K | Hold |
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|
2021
Q1 | $372K | Hold |
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|
2020
Q4 | $351K | Hold |
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|
2020
Q3 | $312K | Hold |
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|
2020
Q2 | $295K | Sell |
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|
2020
Q1 | $251K | Buy |
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|
2019
Q4 | $294K | Hold |
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|
2019
Q3 | $217K | Buy |
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