Acorn Financial Advisory Services’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 | $236K | Sell |
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|
2025
Q2 | $219K | Buy |
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|
2025
Q1 | $328K | Sell |
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|
2024
Q4 | $379K | Sell |
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|
2024
Q3 | $547K | Buy |
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|
2024
Q2 | $247K | Buy |
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|
2024
Q1 | $224K | Sell |
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|
2023
Q4 | $241K | Hold |
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|
2023
Q3 | $231K | Sell |
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|
2023
Q2 | $227K | Buy |
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|
2023
Q1 | $220K | Buy |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $257K | Buy |
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|
2022
Q1 | $230K | Hold |
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|
2021
Q4 | $226K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $266K | Buy |
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|
2021
Q1 | $236K | Sell |
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|
2020
Q4 | $225K | Buy |
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