AllSquare Wealth Management’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 | $517K | Buy |
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|
2025
Q1 | $527K | Sell |
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|
2024
Q4 | $767K | Buy |
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|
2024
Q3 | $878K | Hold |
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|
2024
Q2 | $765K | Hold |
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|
2024
Q1 | $743K | Buy |
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|
2023
Q4 | $712K | Hold |
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|
2023
Q3 | $682K | Sell |
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|
2023
Q2 | $656K | Buy |
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|
2023
Q1 | $620K | Buy |
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|
2022
Q4 | $646K | Hold |
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|
2022
Q3 | $615K | Hold |
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|
2022
Q2 | $626K | Buy |
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|
2022
Q1 | $601K | Buy |
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|
2021
Q4 | $556K | Hold |
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|
2021
Q3 | $433K | Hold |
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|
2021
Q2 | $444K | Hold |
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|
2021
Q1 | $412K | Sell |
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|
2020
Q4 | $439K | Sell |
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|
2020
Q3 | $422K | Hold |
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|
2020
Q2 | $399K | Hold |
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|
2020
Q1 | $337K | Sell |
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|
2019
Q4 | $442K | Sell |
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|
2019
Q3 | $339K | Buy |
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|
2019
Q2 | $351K | Buy |
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|
2019
Q1 | $281K | Buy |
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|
2018
Q4 | $255K | Buy |
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|
2018
Q3 | $206K | Hold |
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|
2018
Q2 | $190K | Buy |
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|
2018
Q1 | $97K | Buy |
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|
2017
Q4 | $89K | Sell |
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|
2017
Q3 | $80K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $70K | Buy |
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|
2016
Q4 | $41K | Hold |
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|
2016
Q3 | $36K | Hold |
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|
2016
Q2 | $36K | Hold |
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|
2016
Q1 | $33K | Sell |
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|
2015
Q4 | $42K | Hold |
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|
2015
Q3 | $41K | Hold |
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|
2015
Q2 | $43K | Hold |
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|
2015
Q1 | $42K | Hold |
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|
2014
Q4 | $36K | Buy |
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