Apella Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.13M | Buy |
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|
2025
Q2 | $526K | Buy |
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|
2025
Q1 | $973K | Buy |
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|
2024
Q4 | $590K | Sell |
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|
2024
Q3 | $703K | Buy |
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|
2024
Q2 | $551K | Buy |
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|
2024
Q1 | $375K | Sell |
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|
2023
Q4 | $512K | Buy |
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|
2023
Q3 | $470K | Buy |
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|
2023
Q2 | $443K | Buy |
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|
2022
Q4 | $452K | Buy |
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|
2022
Q3 | $305K | Sell |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $243K | Buy |
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|
2021
Q4 | $213K | Buy |
|