Accel 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
Q2 | – | Sell |
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|
2025
Q1 | $258K | Buy |
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|
2024
Q4 | $241K | Sell |
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|
2024
Q3 | $328K | Sell |
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|
2024
Q2 | $326K | Buy |
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|
2024
Q1 | $205K | Sell |
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|
2023
Q4 | $219K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $70.2K | Buy |
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|
2022
Q4 | $77.6K | Hold |
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|
2022
Q3 | $76K | Hold |
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|
2022
Q2 | $77K | Buy |
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|
2022
Q1 | $72K | Hold |
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|
2021
Q4 | $71K | Hold |
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|
2021
Q3 | $55K | Buy |
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|
2021
Q2 | $56K | Hold |
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|
2021
Q1 | $52K | Buy |
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|
2020
Q4 | $26K | Buy |
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