Addison Advisors’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 | $273K | Buy |
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|
2025
Q2 | $146K | Buy |
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|
2025
Q1 | $238K | Hold |
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|
2024
Q4 | $230K | Sell |
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|
2024
Q3 | $281K | Buy |
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|
2024
Q2 | $216K | Buy |
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|
2024
Q1 | $180K | Sell |
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|
2023
Q4 | $197K | Buy |
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|
2023
Q3 | $153K | Buy |
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|
2023
Q2 | $116K | Buy |
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|
2023
Q1 | $104K | Sell |
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|
2022
Q4 | $120K | Sell |
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|
2022
Q3 | $128K | Buy |
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|
2022
Q2 | $109K | Sell |
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|
2022
Q1 | $142K | Buy |
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|
2021
Q4 | $21K | Buy |
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|
2021
Q3 | $2K | Buy |
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