Alera Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.92M | Buy |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $1.68M | Buy |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $1.68M | Sell |
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|
2023
Q2 | $1.61M | Buy |
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|
2023
Q1 | $1.51M | Sell |
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|
2022
Q4 | $1.82M | Buy |
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|
2022
Q3 | $1.72M | Buy |
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|
2022
Q2 | $1.47M | Buy |
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|
2022
Q1 | $821K | Buy |
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|
2021
Q4 | $249K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $304K | Sell |
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|
2019
Q2 | $412K | Buy |
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|
2019
Q1 | $406K | Sell |
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|
2018
Q4 | $498K | Buy |
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