Aprio 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
Q3 | $720K | Buy |
|
|||||
|
2025
Q2 | $629K | Buy |
|
|||||
|
2025
Q1 | $770K | Buy |
|
|||||
|
2024
Q4 | $676K | Buy |
|
|||||
|
2024
Q3 | $675K | Buy |
|
|||||
|
2024
Q2 | $497K | Buy |
|
|||||
|
2024
Q1 | $473K | Buy |
|
|||||
|
2023
Q4 | $364K | Sell |
|
|||||
|
2023
Q3 | $366K | Buy |
|
|||||
|
2023
Q2 | $262K | Sell |
|
|||||
|
2023
Q1 | $313K | Buy |
|
|||||
|
2022
Q4 | $344K | Buy |
|
|||||
|
2022
Q3 | $320K | Sell |
|
|||||
|
2022
Q2 | $358K | Buy |
|