Allworth Financial’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 | $28.4M | Buy |
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|
2025
Q1 | $32.7M | Buy |
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|
2024
Q4 | $38M | Buy |
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|
2024
Q3 | $41.2M | Buy |
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|
2024
Q2 | $38.8M | Buy |
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|
2024
Q1 | $14.7M | Buy |
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|
2023
Q4 | $15M | Buy |
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|
2023
Q3 | $14.3M | Buy |
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|
2023
Q2 | $13.2M | Buy |
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|
2023
Q1 | $12.7M | Sell |
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|
2022
Q4 | $14.3M | Buy |
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|
2022
Q3 | $13.4M | Sell |
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|
2022
Q2 | $13.9M | Sell |
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|
2022
Q1 | $13.8M | Buy |
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|
2021
Q4 | $6.04M | Buy |
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|
2021
Q3 | $4.66M | Buy |
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|
2021
Q2 | $2.42M | Buy |
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|
2021
Q1 | $1.86M | Buy |
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|
2020
Q4 | $751K | Buy |
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|
2020
Q3 | $664K | Buy |
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|
2020
Q2 | $611K | Sell |
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|
2020
Q1 | $1.39M | Buy |
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|
2019
Q4 | $518K | Buy |
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|
2019
Q3 | $315K | Sell |
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|
2019
Q2 | $386K | Buy |
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|
2019
Q1 | $390K | Buy |
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|
2018
Q4 | $392K | Buy |
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|
2018
Q3 | $380K | Buy |
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|
2018
Q2 | $349K | Buy |
|
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|
2018
Q1 | $303K | Hold |
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|
2017
Q4 | $312K | Buy |
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|
2017
Q3 | $172K | Buy |
|
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|
2017
Q2 | $163K | Sell |
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|
2017
Q1 | $147K | Buy |
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|
2016
Q4 | $141K | Sell |
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|
2016
Q3 | $126K | Buy |
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|
2016
Q2 | $126K | Buy |
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|
2016
Q1 | $115K | Hold |
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|
2015
Q4 | $105K | Buy |
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|
2015
Q3 | $102K | Buy |
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|
2015
Q2 | $107K | Buy |
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|
2015
Q1 | $103K | Buy |
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