Accretive Wealth Partners’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 | $1.74M | Buy |
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|
2024
Q4 | $2.17M | Sell |
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|
2024
Q3 | $2.52M | Sell |
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|
2024
Q2 | $2.3M | Buy |
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|
2024
Q1 | $2.2M | Buy |
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|
2023
Q4 | $2.34M | Buy |
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|
2023
Q3 | $2.23M | Buy |
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|
2023
Q2 | $2.12M | Buy |
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|
2023
Q1 | $2.06M | Buy |
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|
2022
Q4 | $2.28M | Buy |
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|
2022
Q3 | $2.01M | Sell |
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|
2022
Q2 | $2.05M | Sell |
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|
2022
Q1 | $2.04M | Sell |
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|
2021
Q4 | $2.02M | Buy |
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|
2021
Q3 | $1.54M | Buy |
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|
2021
Q2 | $1.52M | Buy |
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|
2021
Q1 | $1.32M | Buy |
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|
2020
Q4 | $1.16M | Buy |
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