Alliance Wealth Advisors (Utah)’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$263K Buy
2025
Q3
$243K Sell
2025
Q2
$221K Sell
2025
Q1
$1.87M Sell
2024
Q4
$1.98M Sell
2024
Q3
$3.5M Buy
2024
Q2
$3M Buy
2024
Q1
$2.81M Buy
2023
Q4
$2.89M Buy
2023
Q3
$2.74M Buy
2023
Q2
$2.53M Buy
2023
Q1
$2.41M Buy
2022
Q4
$2.6M Buy