4J Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $248K | Sell |
|
|||||
|
2025
Q2 | $259K | Sell |
|
|||||
|
2025
Q1 | $440K | Buy |
|
|||||
|
2024
Q4 | $349K | Buy |
|
|||||
|
2024
Q3 | $402K | Hold |
|
|||||
|
2024
Q2 | $350K | Hold |
|
|||||
|
2024
Q1 | $340K | Hold |
|
|||||
|
2023
Q4 | $362K | Buy |
|
|||||
|
2023
Q3 | $345K | Buy |
|
|||||
|
2023
Q2 | $323K | Buy |
|
|||||
|
2023
Q1 | $311K | Hold |
|
|||||
|
2022
Q4 | $349K | Buy |
|
|||||
|
2022
Q3 | $279K | Hold |
|
|||||
|
2022
Q2 | $284K | Buy |
|
|||||
|
2022
Q1 | $265K | Hold |
|
|||||
|
2021
Q4 | $261K | Hold |
|
|||||
|
2021
Q3 | $203K | Hold |
|
|||||
|
2021
Q2 | $208K | Buy |
|