Aletheian Wealth 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
Q2 | $250K | Sell |
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|
2025
Q1 | $523K | Buy |
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|
2024
Q4 | $462K | Sell |
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|
2024
Q3 | $542K | Sell |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $331K | Buy |
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|
2022
Q4 | $325K | Buy |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $311K | Buy |
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|
2022
Q1 | $259K | Buy |
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|
2021
Q4 | $214K | Buy |
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