Adero 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
Q1 | $770K | Buy |
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|
2024
Q4 | $613K | Sell |
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|
2024
Q3 | $719K | Buy |
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|
2024
Q2 | $608K | Buy |
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|
2024
Q1 | $519K | Sell |
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|
2023
Q4 | $669K | Buy |
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|
2023
Q3 | $511K | Buy |
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|
2023
Q2 | $477K | Sell |
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|
2023
Q1 | $506K | Buy |
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|
2022
Q4 | $525K | Buy |
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|
2022
Q3 | $507K | Buy |
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|
2022
Q2 | $440K | Sell |
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|
2022
Q1 | $470K | Sell |
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|
2021
Q4 | $481K | Sell |
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|
2021
Q3 | $451K | Buy |
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|
2021
Q2 | $445K | Buy |
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|
2021
Q1 | $370K | Buy |
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|
2020
Q4 | $207K | Buy |
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